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SWP Investment Management’s United Rentals URI Stock Holding History

SWP Investment Management’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 		$4.24M Buy
3,742
+140
+4% +$133K 2.93% 7
2026
Q1 		$2.62M Buy
3,602
+1,395
+63% +$1.17M 1.96% 26
2025
Q4 		$1.79M Buy
+2,207
New +$1.92M 1.3% 43
2025
Q2 		– Sell
-1,343
Closed -$842K – 51
2025
Q1 		$842K Buy
+1,343
New +$923K 1.05% 46

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

SWP Investment Management's URI Position: Q2 2026 in Review

SWP Investment Management increased its United Rentals (URI) stake by 3.9% in Q2 2026, buying an estimated $133K and bringing the position to 3,742 shares worth $4.24M. The position accounts for 2.93% of the portfolio, ranked #7.

SWP Investment Management first reported a position in URI in Q1 2025 and has held it in 4 quarters since. 1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • SWP Investment Management held 3,742 shares of United Rentals worth $4.24M as of Q2 2026.
  • SWP Investment Management bought 140 United Rentals shares in Q2 2026, an estimated $133K.
  • United Rentals made up 2.93% of SWP Investment Management's portfolio in Q2 2026, its #7 holding.
  • SWP Investment Management first reported a position in United Rentals in Q1 2025 and has held it in 4 quarters since.
  • 1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.