Western Wealth Management’s United Rentals URI Stock Holding History

Western 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	$1.73M	Buy	1,525 +114	+8%	+$108K	0.06%	332
2026 Q1	$1.03M	Buy	1,411 +508	+56%	+$427K	0.04%	430
2025 Q4	$731K	Buy	903 +406	+82%	+$352K	0.03%	421
2025 Q3	$474K	Buy	497 +9	+2%	+$8.02K	0.03%	454
2025 Q2	$367K	Buy	488 +21	+4%	+$14K	0.02%	502
2025 Q1	$292K	Sell	467 -357	-43%	-$245K	0.02%	538
2024 Q4	$581K	Buy	824 +467	+131%	+$380K	0.03%	419
2024 Q3	$289K	Buy	+357	New	+$257K	0.02%	606
2019 Q3	–	Sell	-1,930	Closed	-$256K	–	423
2019 Q2	$256K	Buy	+1,930	New	+$245K	0.03%	338
2019 Q1	–	Sell	-2,080	Closed	-$210K	–	396
2018 Q4	$210K	Buy	+2,080	New	+$251K	0.06%	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

Western Wealth Management's URI Position: Q2 2026 in Review

Western Wealth Management increased its United Rentals (URI) stake by 8.1% in Q2 2026, buying an estimated $108K and bringing the position to 1,525 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #332.

Western Wealth Management first reported a position in URI in Q4 2018 and has held it in 10 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Western Wealth Management held 1,525 shares of United Rentals worth $1.73M as of Q2 2026.
Western Wealth Management bought 114 United Rentals shares in Q2 2026, an estimated $108K.
United Rentals made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #332 holding.
Western Wealth Management first reported a position in United Rentals in Q4 2018 and has held it in 10 quarters since.
1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.