WBH Advisory’s United Rentals URI Stock Holding History

WBH Advisory’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	$1.13M	Hold	1,000	–	–	0.08%	168
2026 Q1	$732K	Hold	1,000	–	–	0.05%	193
2025 Q4	$809K	Hold	1,000	–	–	0.06%	186
2025 Q3	$955K	Hold	1,000	–	–	0.07%	172
2025 Q2	$753K	Hold	1,000	–	–	0.06%	188
2025 Q1	$627K	Hold	1,000	–	–	0.06%	186
2024 Q4	$705K	Hold	1,000	–	–	0.07%	183
2024 Q3	$810K	Hold	1,000	–	–	0.08%	171
2024 Q2	$647K	Hold	1,000	–	–	0.07%	182
2024 Q1	$721K	Hold	1,000	–	–	0.07%	183
2023 Q4	$574K	Hold	1,000	–	–	0.06%	196
2023 Q3	$445K	Hold	1,000	–	–	0.05%	215
2023 Q2	$445K	Hold	1,000	–	–	0.05%	214
2023 Q1	$396K	Buy	+1,000	New	+$420K	0.05%	225
2022 Q3	$270K	Hold	1,000	–	–	0.04%	247
2022 Q2	$249K	Hold	1,000	–	–	0.03%	274
2022 Q1	$319K	Hold	1,000	–	–	0.04%	254
2021 Q4	$332K	Hold	1,000	–	–	0.04%	257
2021 Q3	$351K	Hold	1,000	–	–	0.05%	233
2021 Q2	$328K	Hold	1,000	–	–	0.05%	215
2021 Q1	$329K	Sell	1,000 -100	-9%	-$28.3K	0.05%	216
2020 Q4	$286K	Buy	+1,100	New	+$232K	0.05%	219
2018 Q4	–	Sell	-1,400	Closed	-$229K	–	242
2018 Q3	$229K	Hold	1,400	–	–	0.06%	230
2018 Q2	$206K	Buy	+1,400	New	+$229K	0.05%	227

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBH Advisory's URI Position: Q2 2026 in Review

WBH Advisory held its United Rentals (URI) position steady in Q2 2026 at 1,000 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #168.

WBH Advisory first reported a position in URI in Q2 2018 and has held it in 24 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

WBH Advisory held 1,000 shares of United Rentals worth $1.13M as of Q2 2026.
WBH Advisory left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.08% of WBH Advisory's portfolio in Q2 2026, its #168 holding.
WBH Advisory first reported a position in United Rentals in Q2 2018 and has held it in 24 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.