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Summit Securities Group’s United Rentals URI Stock Holding History

Summit Securities Group’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9K Buy
14
+4
+40% +$3.81K ﹤0.01% 774
2026
Q1 		$7.29K Sell
10
-84
-89% -$70.6K ﹤0.01% 727
2025
Q4 		$76.1K Sell
94
-18
-16% -$15.6K 0.01% 523
2025
Q3 		$107K Buy
112
+68
+155% +$60.6K 0.02% 379
2025
Q2 		$33.1K Buy
+44
New +$29.4K 0.01% 605
2023
Q3 		– Sell
-90
Closed -$40K – 1035
2023
Q2 		$40K Sell
90
-45
-33% -$16.7K 0.01% 462
2023
Q1 		$53K Buy
135
+65
+93% +$27.3K ﹤0.01% 411
2022
Q4 		$25K Sell
70
-1,558
-96% -$512K ﹤0.01% 863
2022
Q3 		$440K Buy
1,628
+1,480
+1,000% +$431K 0.03% 278
2022
Q2 		$36K Buy
148
+96
+185% +$28.2K ﹤0.01% 639
2022
Q1 		$18K Buy
+52
New +$17K ﹤0.01% 737
2017
Q2 		– Sell
-3,596
Closed -$450K – 372
2017
Q1 		$450K Buy
+3,596
New +$437K 0.13% 168
2015
Q3 		– Sell
-555
Closed -$49K – 523
2015
Q2 		$49K Buy
+555
New +$53.1K 0.02% 203

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's URI Position: Q2 2026 in Review

Summit Securities Group increased its United Rentals (URI) stake by 40% in Q2 2026, buying an estimated $3.81K and bringing the position to 14 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Summit Securities Group first reported a position in URI in Q2 2015 and has held it in 13 quarters since. The position peaked at $450K in Q1 2017. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Summit Securities Group held 14 shares of United Rentals worth $15.9K as of Q2 2026.
  • Summit Securities Group bought 4 United Rentals shares in Q2 2026, an estimated $3.81K.
  • United Rentals made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #774 holding.
  • Summit Securities Group first reported a position in United Rentals in Q2 2015 and has held it in 13 quarters since.
  • Summit Securities Group's United Rentals position peaked at $450K in Q1 2017.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.