Werba Rubin Papier Wealth Management’s United Rentals URI Stock Holding History

Werba Rubin Papier Wealth Management’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	$346K	Sell	305 -24	-7%	-$22.8K	0.04%	197
2026 Q1	$240K	Sell	329 -23	-7%	-$19.3K	0.03%	238
2025 Q4	$285K	Buy	352 +78	+28%	+$67.7K	0.08%	166
2025 Q3	$262K	Sell	274 -1	-0.4%	-$891	0.04%	190
2025 Q2	$207K	Buy	+275	New	+$184K	0.04%	217
2024 Q4	–	Sell	-321	Closed	-$260K	–	210
2024 Q3	$260K	Buy	321 +2	+0.6%	+$1.44K	0.06%	142
2024 Q2	$206K	Sell	319 -28	-8%	-$18.6K	0.06%	158
2024 Q1	$250K	Buy	+347	New	+$223K	0.07%	119

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

Werba Rubin Papier Wealth Management's URI Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its United Rentals (URI) stake by 7.3% in Q2 2026, selling an estimated $22.8K and leaving 305 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #197.

Werba Rubin Papier Wealth Management first reported a position in URI in Q1 2024 and has held it in 8 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Werba Rubin Papier Wealth Management held 305 shares of United Rentals worth $346K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 24 United Rentals shares in Q2 2026, an estimated $22.8K.
United Rentals made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #197 holding.
Werba Rubin Papier Wealth Management first reported a position in United Rentals in Q1 2024 and has held it in 8 quarters since.
1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.