UF
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Univest Financial’s United Rentals URI Stock Holding History

Univest Financial’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 		$16.7M Sell
14,756
-1,082
-7% -$1.03M 0.82% 27
2026
Q1 		$11.5M Buy
15,838
+1,257
+9% +$1.06M 0.65% 38
2025
Q4 		$11.8M Buy
14,581
+118
+0.8% +$102K 0.63% 39
2025
Q3 		$13.8M Sell
14,463
-936
-6% -$834K 0.77% 29
2025
Q2 		$11.6M Buy
15,399
+555
+4% +$371K 0.7% 33
2025
Q1 		$9.3M Buy
14,844
+9,414
+173% +$6.47M 0.61% 43
2024
Q4 		$3.83M Sell
5,430
-290
-5% -$236K 0.24% 75
2024
Q3 		$4.63M Buy
5,720
+4,812
+530% +$3.46M 0.31% 63
2024
Q2 		$587K Buy
908
+313
+53% +$208K 0.16% 62
2024
Q1 		$429K Buy
595
+55
+10% +$35.3K 0.12% 69
2023
Q4 		$310K Buy
540
+79
+17% +$37.3K 0.09% 89
2023
Q3 		$205K Sell
461
-199
-30% -$91.1K 0.07% 105
2023
Q2 		$294K Buy
+660
New +$245K 0.09% 84

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

Univest Financial's URI Position: Q2 2026 in Review

Univest Financial reduced its United Rentals (URI) stake by 6.8% in Q2 2026, selling an estimated $1.03M and leaving 14,756 shares worth $16.7M. The position accounts for 0.82% of the portfolio, ranked #27.

Univest Financial first reported a position in URI in Q2 2023 and has held it in 13 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Univest Financial held 14,756 shares of United Rentals worth $16.7M as of Q2 2026.
  • Univest Financial sold 1,082 United Rentals shares in Q2 2026, an estimated $1.03M.
  • United Rentals made up 0.82% of Univest Financial's portfolio in Q2 2026, its #27 holding.
  • Univest Financial first reported a position in United Rentals in Q2 2023 and has held it in 13 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.