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Summitry LLC’s United Rentals URI Stock Holding History

Summitry LLC’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 		$252K Buy
+222
New +$211K 0.01% 283
2025
Q4 		– Sell
-253
Closed -$242K – 275
2025
Q3 		$242K Buy
+253
New +$225K 0.01% 179

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Geode Capital Management
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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
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Summitry LLC's URI Position: Q2 2026 in Review

Summitry LLC opened a new position in United Rentals (URI) in Q2 2026: 222 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Summitry LLC previously reported a position in URI as recently as Q3 2025.

Summitry LLC first reported a position in URI in Q3 2025 and has held it in 2 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Summitry LLC held 222 shares of United Rentals worth $252K as of Q2 2026.
  • United Rentals was a new Summitry LLC position in Q2 2026.
  • United Rentals made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #283 holding.
  • Summitry LLC first reported a position in United Rentals in Q3 2025 and has held it in 2 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.