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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 		– Sell
-600
Closed -$437K – 1388
2026
Q1 		$437K Buy
+600
New +$504K 0.05% 153
2021
Q4 		– Sell
-20
Closed -$702K – 961
2021
Q3 		$702K Hold
20
– – 0.05% 325
2021
Q2 		$638K Buy
+20
New +$6.46K 0.05% 331

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.