Worth Financial Advisory Group’s United Rentals URI Stock Holding History

Worth Financial 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	$894K	Buy	+789	New	+$751K	0.37%	67
2026 Q1	–	Sell	-949	Closed	-$768K	–	179
2025 Q4	$768K	Buy	949 +46	+5%	+$39.9K	0.37%	66
2025 Q3	$862K	Buy	903 +3	+0.3%	+$2.67K	0.48%	47
2025 Q2	$678K	Buy	900 +32	+4%	+$21.4K	0.42%	57
2025 Q1	$544K	Sell	868 -47	-5%	-$32.3K	0.35%	74
2024 Q4	$645K	Sell	915 -85	-9%	-$69.1K	0.4%	63
2024 Q3	$810K	Buy	1,000 +6	+0.6%	+$4.32K	0.48%	52
2024 Q2	$643K	Sell	994 -387	-28%	-$257K	0.42%	59
2024 Q1	$996K	Buy	1,381 +663	+92%	+$425K	0.69%	36
2023 Q4	$412K	Buy	718 +42	+6%	+$19.8K	0.33%	83
2023 Q3	$301K	Buy	676 +135	+25%	+$61.8K	0.27%	93
2023 Q2	$241K	Buy	+541	New	+$200K	0.22%	104

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

Worth Financial Advisory Group's URI Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in United Rentals (URI) in Q2 2026: 789 shares worth $894K. The stake represents 0.37% of the portfolio and ranks #67 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in URI as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in URI in Q2 2023 and has held it in 12 quarters since. The position peaked at $996K in Q1 2024. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Worth Financial Advisory Group held 789 shares of United Rentals worth $894K as of Q2 2026.
United Rentals was a new Worth Financial Advisory Group position in Q2 2026.
United Rentals made up 0.37% of Worth Financial Advisory Group's portfolio in Q2 2026, its #67 holding.
Worth Financial Advisory Group first reported a position in United Rentals in Q2 2023 and has held it in 12 quarters since.
Worth Financial Advisory Group's United Rentals position peaked at $996K in Q1 2024.
1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.