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True Wealth Design’s United Rentals URI Stock Holding History

True Wealth Design’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 		$15.9K Sell
14
-8
-36% -$7.61K ﹤0.01% 905
2026
Q1 		$16K Buy
22
+3
+16% +$2.52K ﹤0.01% 804
2025
Q4 		$15.4K Buy
19
+7
+58% +$6.08K ﹤0.01% 699
2025
Q3 		$11.5K Buy
12
+1
+9% +$891 ﹤0.01% 788
2025
Q2 		$8.31K Buy
11
+4
+57% +$2.67K ﹤0.01% 636
2025
Q1 		$4.41K Hold
7
– – ﹤0.01% 725
2024
Q4 		$4.95K Buy
7
+1
+17% +$813 ﹤0.01% 534
2024
Q3 		$4.86K Hold
6
– – ﹤0.01% 556
2024
Q2 		$3.88K Buy
6
+1
+20% +$665 ﹤0.01% 298
2024
Q1 		$3.61K Buy
5
+2
+67% +$1.28K ﹤0.01% 299
2023
Q4 		$1.72K Hold
3
– – ﹤0.01% 314
2023
Q3 		$1.33K Hold
3
– – ﹤0.01% 296
2023
Q2 		$1.34K Hold
3
– – ﹤0.01% 299
2023
Q1 		$1.19K Buy
3
+1
+50% +$420 ﹤0.01% 389
2022
Q4 		$711 Buy
+2
New +$657 ﹤0.01% 385

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 Wealth Design's URI Position: Q2 2026 in Review

True Wealth Design reduced its United Rentals (URI) stake by 36% in Q2 2026, selling an estimated $7.61K and leaving 14 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

True Wealth Design first reported a position in URI in Q4 2022 and has held it in 15 quarters since. The position peaked at $16K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • True Wealth Design held 14 shares of United Rentals worth $15.9K as of Q2 2026.
  • True Wealth Design sold 8 United Rentals shares in Q2 2026, an estimated $7.61K.
  • United Rentals made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #905 holding.
  • True Wealth Design first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's United Rentals position peaked at $16K in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.