Wealthspire Advisors (New York)’s United Rentals URI Stock Holding History

Wealthspire Advisors (New York)’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	$1.41M	Sell	1,242 -19	-2%	-$18.1K	0.01%	491
2026 Q1	$919K	Sell	1,261 -410	-25%	-$344K	0.01%	422
2025 Q4	$1.35M	Buy	1,671 +440	+36%	+$382K	0.01%	365
2025 Q3	$1.18M	Sell	1,231 -997	-45%	-$888K	0.01%	357
2025 Q2	$1.68M	Buy	2,228 +436	+24%	+$292K	0.01%	303
2025 Q1	$1.12M	Buy	1,792 +1,035	+137%	+$712K	0.01%	359
2024 Q4	$533K	Sell	757 -216	-22%	-$176K	0.01%	498
2024 Q3	$788K	Buy	973 +374	+62%	+$269K	0.01%	409
2024 Q2	$387K	Sell	599 -23	-4%	-$15.3K	0.01%	478
2024 Q1	$449K	Sell	622 -14	-2%	-$8.98K	0.01%	443
2023 Q4	$365K	Sell	636 -322	-34%	-$152K	0.01%	476
2023 Q3	$426K	Sell	958 -1	-0.1%	-$458	0.01%	420
2023 Q2	$427K	Buy	959 +419	+78%	+$155K	0.01%	394
2023 Q1	$214K	Sell	540 -143	-21%	-$60.1K	﹤0.01%	493
2022 Q4	$243K	Buy	+683	New	+$224K	﹤0.01%	501
2022 Q3	–	Sell	-1,146	Closed	-$278K	–	545
2022 Q2	$278K	Buy	+1,146	New	+$337K	0.01%	415
2022 Q1	–	Sell	-815	Closed	-$271K	–	548
2021 Q4	$271K	Buy	+815	New	+$291K	0.01%	440
2021 Q2	–	Sell	-1,373	Closed	-$452K	–	651
2021 Q1	$452K	Buy	1,373 +153	+13%	+$43.3K	0.01%	425
2020 Q4	$283K	Buy	+1,220	New	+$258K	0.01%	452
2019 Q1	–	Sell	-38	Closed	-$4K	–	753
2018 Q4	$4K	Buy	+38	New	+$4.58K	﹤0.01%	697

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s URI Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its United Rentals (URI) stake by 1.5% in Q2 2026, selling an estimated $18.1K and leaving 1,242 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #491.

Wealthspire Advisors (New York) first reported a position in URI in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.68M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Wealthspire Advisors (New York) held 1,242 shares of United Rentals worth $1.41M as of Q2 2026.
Wealthspire Advisors (New York) sold 19 United Rentals shares in Q2 2026, an estimated $18.1K.
United Rentals made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #491 holding.
Wealthspire Advisors (New York) first reported a position in United Rentals in Q4 2018 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s United Rentals position peaked at $1.68M in Q2 2025.
1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.