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Summit Trail Advisors’s United Rentals URI Stock Holding History

Summit Trail Advisors’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 		$4.31M Sell
3,804
-127
-3% -$121K 0.05% 218
2026
Q1 		$2.86M Buy
3,931
+1,018
+35% +$855K 0.04% 326
2025
Q4 		$2.36M Buy
2,913
+7
+0.2% +$6.08K 0.04% 320
2025
Q3 		$2.77M Buy
2,906
+460
+19% +$410K 0.04% 281
2025
Q2 		$1.84M Buy
+2,446
New +$1.64M 0.03% 289
2024
Q4 		– Sell
-804
Closed -$651K – 752
2024
Q3 		$651K Buy
804
+57
+8% +$41K 0.02% 346
2024
Q2 		$483K Buy
747
+78
+12% +$51.8K 0.01% 378
2024
Q1 		$482K Buy
669
+69
+12% +$44.3K 0.01% 344
2023
Q4 		$344K Buy
600
+3
+0.5% +$1.42K 0.01% 367
2023
Q3 		$265K Buy
597
+32
+6% +$14.6K 0.01% 410
2023
Q2 		$252K Buy
+565
New +$209K 0.01% 414
2018
Q1 		– Sell
-248
Closed -$46K – 1599
2017
Q4 		$46K Buy
+248
New +$37.7K 0.01% 841

Other funds holding URI

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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 Trail Advisors's URI Position: Q2 2026 in Review

Summit Trail Advisors reduced its United Rentals (URI) stake by 3.2% in Q2 2026, selling an estimated $121K and leaving 3,804 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #218.

Summit Trail Advisors first reported a position in URI in Q4 2017 and has held it in 12 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Summit Trail Advisors held 3,804 shares of United Rentals worth $4.31M as of Q2 2026.
  • Summit Trail Advisors sold 127 United Rentals shares in Q2 2026, an estimated $121K.
  • United Rentals made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #218 holding.
  • Summit Trail Advisors first reported a position in United Rentals in Q4 2017 and has held it in 12 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.