WE
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Wealth Effects’s United Rentals URI Stock Holding History

Wealth Effects’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 		$3.34M Buy
2,944
+28
+1% +$26.6K 0.9% 22
2026
Q1 		$2.12M Buy
2,916
+171
+6% +$144K 0.75% 28
2025
Q4 		$2.22M Sell
2,745
-898
-25% -$779K 0.69% 25
2025
Q3 		$3.48M Sell
3,643
-15
-0.4% -$13.4K 1.12% 14
2025
Q2 		$2.76M Buy
3,658
+18
+0.5% +$12K 1.03% 14
2025
Q1 		$2.28M Buy
3,640
+55
+2% +$37.8K 0.96% 18
2024
Q4 		$2.53M Sell
3,585
-10
-0.3% -$8.13K 0.9% 19
2024
Q3 		$2.91M Buy
3,595
+54
+2% +$38.8K 1.02% 15
2024
Q2 		$2.29M Buy
3,541
+151
+4% +$100K 0.83% 19
2024
Q1 		$2.44M Sell
3,390
-25
-0.7% -$16K 0.9% 16
2023
Q4 		$1.96M Hold
3,415
– – 0.74% 21
2023
Q3 		$1.52M Sell
3,415
-725
-18% -$332K 0.75% 26
2023
Q2 		$1.84M Sell
4,140
-10
-0.2% -$3.71K 0.81% 20
2023
Q1 		$1.64M Sell
4,150
-45
-1% -$18.9K 0.84% 23
2022
Q4 		$1.49M Sell
4,195
-510
-11% -$168K 0.85% 27
2022
Q3 		$1.27M Sell
4,705
-45
-0.9% -$13.1K 0.78% 28
2022
Q2 		$1.15M Sell
4,750
-75
-2% -$22.1K 0.69% 38
2022
Q1 		$1.71M Buy
4,825
+15
+0.3% +$4.9K 0.8% 28
2021
Q4 		$1.6M Buy
+4,810
New +$1.71M 0.66% 37

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

Wealth Effects's URI Position: Q2 2026 in Review

Wealth Effects increased its United Rentals (URI) stake by 0.96% in Q2 2026, buying an estimated $26.6K and bringing the position to 2,944 shares worth $3.34M. The position accounts for 0.9% of the portfolio, ranked #22.

Wealth Effects first reported a position in URI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Wealth Effects held 2,944 shares of United Rentals worth $3.34M as of Q2 2026.
  • Wealth Effects bought 28 United Rentals shares in Q2 2026, an estimated $26.6K.
  • United Rentals made up 0.9% of Wealth Effects's portfolio in Q2 2026, its #22 holding.
  • Wealth Effects first reported a position in United Rentals in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's United Rentals position peaked at $3.48M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.