WJWM
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Williams Jones Wealth Management’s United Rentals URI Stock Holding History

Williams Jones 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 		$2M Sell
1,763
-231
-12% -$220K 0.02% 207
2026
Q1 		$1.45M Sell
1,994
-1
-0.1% -$840 0.02% 219
2025
Q4 		$1.61M Buy
1,995
+1
+0.1% +$868 0.02% 213
2025
Q3 		$1.9M Sell
1,994
-3
-0.2% -$2.67K 0.02% 194
2025
Q2 		$1.5M Buy
1,997
+10
+0.5% +$6.69K 0.02% 214
2025
Q1 		$1.25M Buy
1,987
+200
+11% +$137K 0.02% 220
2024
Q4 		$1.26M Buy
1,787
+187
+12% +$152K 0.02% 227
2024
Q3 		$1.3M Sell
1,600
-95
-6% -$68.3K 0.02% 235
2024
Q2 		$1.1M Sell
1,695
-500
-23% -$332K 0.01% 249
2024
Q1 		$1.58M Sell
2,195
-230
-9% -$148K 0.02% 217
2023
Q4 		$1.39M Buy
2,425
+50
+2% +$23.6K 0.02% 226
2023
Q3 		$1.06M Buy
2,375
+425
+22% +$195K 0.02% 244
2023
Q2 		$868K Buy
1,950
+700
+56% +$259K 0.01% 269
2023
Q1 		$495K Sell
1,250
-4
-0.3% -$1.68K 0.01% 370
2022
Q4 		$446K Hold
1,254
– – 0.01% 375
2022
Q3 		$339K Hold
1,254
– – 0.01% 423
2022
Q2 		$305K Sell
1,254
-30
-2% -$8.83K ﹤0.01% 453
2022
Q1 		$456K Buy
1,284
+34
+3% +$11.1K 0.01% 364
2021
Q4 		$415K Hold
1,250
– – 0.01% 355
2021
Q3 		$439K Sell
1,250
-6
-0.5% -$2.01K 0.01% 338
2021
Q2 		$401K Sell
1,256
-248
-16% -$80.1K 0.01% 353
2021
Q1 		$495K Buy
1,504
+4
+0.3% +$1.13K 0.01% 310
2020
Q4 		$348K Hold
1,500
– – 0.01% 345
2020
Q3 		$262K Hold
1,500
– – ﹤0.01% 355
2020
Q2 		$224K Buy
+1,500
New +$190K ﹤0.01% 362
2020
Q1 		– Sell
-1,500
Closed -$250K – 434
2019
Q4 		$250K Sell
1,500
-500
-25% -$72.6K ﹤0.01% 387
2019
Q3 		$249K Buy
+2,000
New +$242K 0.01% 377

Other funds holding URI

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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

Williams Jones Wealth Management's URI Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its United Rentals (URI) stake by 12% in Q2 2026, selling an estimated $220K and leaving 1,763 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #207.

Williams Jones Wealth Management first reported a position in URI in Q3 2019 and has held it in 27 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Williams Jones Wealth Management held 1,763 shares of United Rentals worth $2M as of Q2 2026.
  • Williams Jones Wealth Management sold 231 United Rentals shares in Q2 2026, an estimated $220K.
  • United Rentals made up 0.02% of Williams Jones Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Williams Jones Wealth Management first reported a position in United Rentals in Q3 2019 and has held it in 27 quarters since.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.