WG
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Welch Group’s United Rentals URI Stock Holding History

Welch Group’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
Q1 		$823K Hold
1,129
– – 0.03% 130
2025
Q4 		$914K Buy
1,129
+9
+0.8% +$7.81K 0.04% 125
2025
Q3 		$1.07M Sell
1,120
-25
-2% -$22.3K 0.04% 107
2025
Q2 		$863K Hold
1,145
– – 0.04% 108
2025
Q1 		$719K Sell
1,145
-17
-1% -$11.7K 0.03% 114
2024
Q4 		$820K Hold
1,162
– – 0.04% 112
2024
Q3 		$941K Hold
1,162
– – 0.04% 104
2024
Q2 		$752K Buy
1,162
+206
+22% +$137K 0.04% 111
2024
Q1 		$689K Sell
956
-150
-14% -$96.3K 0.03% 105
2023
Q4 		$634K Buy
1,106
+140
+14% +$66K 0.03% 108
2023
Q3 		$429K Buy
966
+10
+1% +$4.58K 0.03% 117
2023
Q2 		$426K Hold
956
– – 0.02% 122
2023
Q1 		$378K Buy
+956
New +$402K 0.02% 138
2022
Q2 		– Sell
-623
Closed -$221K – 220
2022
Q1 		$221K Buy
+623
New +$203K 0.01% 196

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return