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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
2021
Q3 		– Sell
-20
Closed -$638K – 899
2021
Q2 		$638K Buy
+20
New +$6.46K 0.05% 332

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VCM
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Securities Group's URI Position: Q1 2026 in Review

Summit Securities Group reduced its United Rentals (URI) stake by 89% in Q1 2026, selling an estimated $70.6K and leaving 10 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Summit Securities Group first reported a position in URI in Q2 2015 and has held it in 12 quarters since. The position peaked at $450K in Q1 2017. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Summit Securities Group held 10 shares of United Rentals worth $7.29K as of Q1 2026.
  • Summit Securities Group sold 84 United Rentals shares in Q1 2026, an estimated $70.6K.
  • United Rentals made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #727 holding.
  • Summit Securities Group first reported a position in United Rentals in Q2 2015 and has held it in 12 quarters since.
  • Summit Securities Group's United Rentals position peaked at $450K in Q1 2017.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.