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TRUE Private Wealth Advisors’s United Rentals URI Stock Holding History

TRUE Private Wealth Advisors’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 		$4.23M Sell
3,733
-634
-15% -$603K 0.36% 49
2026
Q1 		$3.18M Buy
4,367
+15
+0.3% +$12.6K 0.3% 52
2025
Q4 		$3.52M Buy
4,352
+102
+2% +$88.5K 0.35% 51
2025
Q3 		$4.06M Sell
4,250
-488
-10% -$435K 0.41% 41
2025
Q2 		$3.57M Sell
4,738
-548
-10% -$367K 0.4% 43
2025
Q1 		$3.31M Sell
5,286
-284
-5% -$195K 0.4% 43
2024
Q4 		$3.92M Sell
5,570
-83
-1% -$67.5K 0.48% 37
2024
Q3 		$4.58M Sell
5,653
-411
-7% -$296K 0.55% 37
2024
Q2 		$3.92M Sell
6,064
-182
-3% -$121K 0.44% 42
2024
Q1 		$4.5M Sell
6,246
-1,378
-18% -$884K 0.52% 35
2023
Q4 		$4.37M Buy
7,624
+179
+2% +$84.4K 0.55% 36
2023
Q3 		$3.31M Buy
+7,445
New +$3.41M 0.46% 43
2020
Q2 		– Sell
-40
Closed -$4K – 751
2020
Q1 		$4K Hold
40
– – ﹤0.01% 555
2019
Q4 		$6K Buy
+40
New +$5.81K ﹤0.01% 659
2019
Q3 		– Sell
-46
Closed -$6K – 686
2019
Q2 		$6K Buy
+46
New +$5.84K ﹤0.01% 617

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

TRUE Private Wealth Advisors's URI Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its United Rentals (URI) stake by 15% in Q2 2026, selling an estimated $603K and leaving 3,733 shares worth $4.23M. The position accounts for 0.36% of the portfolio, ranked #49.

TRUE Private Wealth Advisors first reported a position in URI in Q2 2019 and has held it in 15 quarters since. The position peaked at $4.58M in Q3 2024. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • TRUE Private Wealth Advisors held 3,733 shares of United Rentals worth $4.23M as of Q2 2026.
  • TRUE Private Wealth Advisors sold 634 United Rentals shares in Q2 2026, an estimated $603K.
  • United Rentals made up 0.36% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • TRUE Private Wealth Advisors first reported a position in United Rentals in Q2 2019 and has held it in 15 quarters since.
  • TRUE Private Wealth Advisors's United Rentals position peaked at $4.58M in Q3 2024.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.