Welch & Forbes’s United Rentals URI Stock Holding History

Welch & Forbes’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	$820K	Buy	724 +17	+2%	+$16.2K	0.01%	246
2026 Q1	$515K	Hold	707	–	–	0.01%	269
2025 Q4	$572K	Hold	707	–	–	0.01%	264
2025 Q3	$675K	Hold	707	–	–	0.01%	256
2025 Q2	$533K	Hold	707	–	–	0.01%	270
2025 Q1	$443K	Hold	707	–	–	0.01%	279
2024 Q4	$498K	Hold	707	–	–	0.01%	279
2024 Q3	$572K	Hold	707	–	–	0.01%	275
2024 Q2	$444K	Hold	707	–	–	0.01%	296
2024 Q1	$510K	Sell	707 -1	-0.1%	-$642	0.01%	289
2023 Q4	$406K	Buy	708 +1	+0.1%	+$472	0.01%	303
2023 Q3	$314K	Hold	707	–	–	0.01%	324
2023 Q2	$315K	Hold	707	–	–	0.01%	330
2023 Q1	$280K	Hold	707	–	–	﹤0.01%	334
2022 Q4	$251K	Buy	+707	New	+$232K	﹤0.01%	345
2022 Q3	–	Sell	-1,312	Closed	-$319K	–	380
2022 Q2	$319K	Hold	1,312	–	–	0.01%	323
2022 Q1	$466K	Hold	1,312	–	–	0.01%	295
2021 Q4	$436K	Hold	1,312	–	–	0.01%	301
2021 Q3	$460K	Hold	1,312	–	–	0.01%	293
2021 Q2	$419K	Hold	1,312	–	–	0.01%	306
2021 Q1	$432K	Hold	1,312	–	–	0.01%	297
2020 Q4	$304K	Hold	1,312	–	–	0.01%	334
2020 Q3	$229K	Buy	+1,312	New	+$221K	﹤0.01%	328
2020 Q1	–	Sell	-1,312	Closed	-$219K	–	356
2019 Q4	$219K	Buy	+1,312	New	+$191K	﹤0.01%	341
2018 Q4	–	Sell	-1,312	Closed	-$215K	–	357
2018 Q3	$215K	Buy	+1,312	New	+$204K	0.01%	343
2018 Q2	–	Sell	-1,312	Closed	-$227K	–	367
2018 Q1	$227K	Hold	1,312	–	–	0.01%	334
2017 Q4	$226K	Buy	+1,312	New	+$200K	0.01%	320

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

Welch & Forbes's URI Position: Q2 2026 in Review

Welch & Forbes increased its United Rentals (URI) stake by 2.4% in Q2 2026, buying an estimated $16.2K and bringing the position to 724 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #246.

Welch & Forbes first reported a position in URI in Q4 2017 and has held it in 27 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Welch & Forbes held 724 shares of United Rentals worth $820K as of Q2 2026.
Welch & Forbes bought 17 United Rentals shares in Q2 2026, an estimated $16.2K.
United Rentals made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #246 holding.
Welch & Forbes first reported a position in United Rentals in Q4 2017 and has held it in 27 quarters since.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.