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Wellington-Altus USA’s United Rentals URI Stock Holding History

Wellington-Altus USA’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 		$83.8K Hold
115
– – 0.06% 234
2026
Q1 		$130K Hold
115
– – 0.08% 203
2025
Q4 		$93.1K Buy
+115
New +$99.8K 0.07% 212

Other funds holding URI

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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

Wellington-Altus USA's URI Position: Q2 2026 in Review

Wellington-Altus USA held its United Rentals (URI) position steady in Q2 2026 at 115 shares worth $83.8K. The position accounts for 0.06% of the portfolio, ranked #234.

Wellington-Altus USA first reported a position in URI in Q4 2025 and has held it in 3 quarters since. The position peaked at $130K in Q1 2026. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Wellington-Altus USA held 115 shares of United Rentals worth $83.8K as of Q2 2026.
  • Wellington-Altus USA left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.06% of Wellington-Altus USA's portfolio in Q2 2026, its #234 holding.
  • Wellington-Altus USA first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's United Rentals position peaked at $130K in Q1 2026.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.