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TRB Wealth Management’s United Rentals URI Stock Holding History

TRB Wealth 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 		$240K Buy
+212
New +$202K 0.03% 246

Other funds holding URI

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JP Morgan Chase
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Vanguard Portfolio Management
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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

TRB Wealth Management's URI Position: Q2 2026 in Review

TRB Wealth Management opened a new position in United Rentals (URI) in Q2 2026: 212 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings.

1,576 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • TRB Wealth Management held 212 shares of United Rentals worth $240K as of Q2 2026.
  • United Rentals was a new TRB Wealth Management position in Q2 2026.
  • United Rentals made up 0.03% of TRB Wealth Management's portfolio in Q2 2026, its #246 holding.
  • 1,576 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.