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Wilkerson Advisory Group’s United Rentals URI Stock Holding History

Wilkerson Advisory 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
Q2 		$24.9K Buy
22
+7
+47% +$6.66K 0.01% 303
2026
Q1 		$10.9K Buy
15
+9
+150% +$7.56K ﹤0.01% 389
2025
Q4 		$4.86K Buy
+6
New +$5.21K ﹤0.01% 440

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 $3.37T 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

Wilkerson Advisory Group's URI Position: Q2 2026 in Review

Wilkerson Advisory Group increased its United Rentals (URI) stake by 47% in Q2 2026, buying an estimated $6.66K and bringing the position to 22 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #303.

Wilkerson Advisory Group first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,581 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Wilkerson Advisory Group held 22 shares of United Rentals worth $24.9K as of Q2 2026.
  • Wilkerson Advisory Group bought 7 United Rentals shares in Q2 2026, an estimated $6.66K.
  • United Rentals made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #303 holding.
  • Wilkerson Advisory Group first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,581 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.