Swisher Financial Concepts’s United Rentals URI Stock Holding History

Swisher Financial Concepts’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	$127K	Sell	112 -617	-85%	-$587K	0.08%	84
2026 Q1	$531K	Hold	729	–	–	0.3%	53
2025 Q4	$590K	Hold	729	–	–	0.33%	47
2025 Q3	$695K	Buy	729 +1	+0.1%	+$891	0.42%	38
2025 Q2	$549K	Buy	728 +27	+4%	+$18.1K	0.35%	51
2025 Q1	$440K	Buy	+701	New	+$482K	0.36%	46
2024 Q4	–	Sell	-1,443	Closed	-$1.03M	–	82
2024 Q3	$1.03M	Buy	1,443 +723	+100%	+$520K	0.65%	28
2024 Q2	$465K	Hold	720	–	–	0.47%	41
2024 Q1	$490K	Hold	720	–	–	0.43%	37
2023 Q4	$403K	Buy	+720	New	+$340K	0.39%	44

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Swisher Financial Concepts's URI Position: Q2 2026 in Review

Swisher Financial Concepts reduced its United Rentals (URI) stake by 85% in Q2 2026, selling an estimated $587K and leaving 112 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #84.

Swisher Financial Concepts first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q3 2024. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Swisher Financial Concepts held 112 shares of United Rentals worth $127K as of Q2 2026.
Swisher Financial Concepts sold 617 United Rentals shares in Q2 2026, an estimated $587K.
United Rentals made up 0.08% of Swisher Financial Concepts's portfolio in Q2 2026, its #84 holding.
Swisher Financial Concepts first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's United Rentals position peaked at $1.03M in Q3 2024.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.