WA
URI icon

Whipplewood Advisors’s United Rentals URI Stock Holding History

Whipplewood Advisors’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 		– Sell
-3
Closed -$2.19K – 1012
2026
Q1 		$2.19K Buy
+3
New +$2.52K ﹤0.01% 761
2025
Q3 		– Sell
-3
Closed -$2.26K – 1119
2025
Q2 		$2.26K Sell
3
-10
-77% -$6.69K ﹤0.01% 853
2025
Q1 		$1.88K Buy
13
+10
+333% +$6.87K ﹤0.01% 902
2024
Q4 		$2.11K Buy
+3
New +$2.44K ﹤0.01% 864

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Whipplewood Advisors's URI Position: Q2 2026 in Review

Whipplewood Advisors sold out of United Rentals (URI) in Q2 2026, closing a stake of 3 shares — an estimated $2.19K sold.

Whipplewood Advisors first reported a position in URI in Q4 2024 and held it in 4 quarters. The position peaked at $2.26K in Q2 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Whipplewood Advisors reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 3 United Rentals shares in Q2 2026, an estimated $2.19K.
  • Whipplewood Advisors first reported a position in United Rentals in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's United Rentals position peaked at $2.26K in Q2 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.