TAFW
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Tred Avon Family Wealth’s United Rentals URI Stock Holding History

Tred Avon Family Wealth’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 		$506K Hold
446
– – 0.15% 171
2026
Q1 		$325K Buy
446
+50
+13% +$42K 0.11% 213
2025
Q4 		$321K Buy
396
+15
+4% +$13K 0.1% 208
2025
Q3 		$364K Buy
+381
New +$340K 0.13% 185

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's URI Position: Q2 2026 in Review

Tred Avon Family Wealth held its United Rentals (URI) position steady in Q2 2026 at 446 shares worth $506K. The position accounts for 0.15% of the portfolio, ranked #171.

Tred Avon Family Wealth first reported a position in URI in Q3 2025 and has held it in 4 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Tred Avon Family Wealth held 446 shares of United Rentals worth $506K as of Q2 2026.
  • Tred Avon Family Wealth left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.15% of Tred Avon Family Wealth's portfolio in Q2 2026, its #171 holding.
  • Tred Avon Family Wealth first reported a position in United Rentals in Q3 2025 and has held it in 4 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.