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U.S. Wealth Group’s United Rentals URI Stock Holding History

U.S. Wealth Group’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 		$2.66M Hold
2,349
– – 1.59% 30
2026
Q1 		$1.71M Hold
2,349
– – 1.16% 32
2025
Q4 		$1.9M Sell
2,349
-1,351
-37% -$1.17M 1.25% 33
2025
Q3 		$3.53M Hold
3,700
– – 2.31% 15
2025
Q2 		$2.79M Hold
3,700
– – 2.17% 16
2025
Q1 		$2.32M Hold
3,700
– – 1.84% 23
2024
Q4 		$2.61M Buy
+3,700
New +$3.01M 1.97% 17

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

U.S. Wealth Group's URI Position: Q2 2026 in Review

U.S. Wealth Group held its United Rentals (URI) position steady in Q2 2026 at 2,349 shares worth $2.66M. The position accounts for 1.59% of the portfolio, ranked #30.

U.S. Wealth Group first reported a position in URI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.53M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • U.S. Wealth Group held 2,349 shares of United Rentals worth $2.66M as of Q2 2026.
  • U.S. Wealth Group left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 1.59% of U.S. Wealth Group's portfolio in Q2 2026, its #30 holding.
  • U.S. Wealth Group first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • U.S. Wealth Group's United Rentals position peaked at $3.53M in Q3 2025.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.