XF
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XML Financial’s United Rentals URI Stock Holding History

XML Financial’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 		$223K Buy
+197
New +$187K 0.02% 421
2026
Q1 		– Sell
-270
Closed -$218K – 464
2025
Q4 		$218K Buy
+270
New +$234K 0.02% 399
2024
Q4 		– Sell
-269
Closed -$218K – 372
2024
Q3 		$218K Buy
+269
New +$193K 0.02% 316
2022
Q2 		– Sell
-600
Closed -$213K – 330
2022
Q1 		$213K Sell
600
-85
-12% -$27.8K 0.03% 302
2021
Q4 		$228K Hold
685
– – 0.03% 286
2021
Q3 		$240K Hold
685
– – 0.03% 272
2021
Q2 		$219K Buy
685
+13
+2% +$4.2K 0.05% 208
2021
Q1 		$221K Buy
+672
New +$190K 0.05% 195

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

XML Financial's URI Position: Q2 2026 in Review

XML Financial opened a new position in United Rentals (URI) in Q2 2026: 197 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #421 among its holdings. This is a return to the name: XML Financial previously reported a position in URI as recently as Q4 2025.

XML Financial first reported a position in URI in Q1 2021 and has held it in 8 quarters since. The position peaked at $240K in Q3 2021. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • XML Financial held 197 shares of United Rentals worth $223K as of Q2 2026.
  • United Rentals was a new XML Financial position in Q2 2026.
  • United Rentals made up 0.02% of XML Financial's portfolio in Q2 2026, its #421 holding.
  • XML Financial first reported a position in United Rentals in Q1 2021 and has held it in 8 quarters since.
  • XML Financial's United Rentals position peaked at $240K in Q3 2021.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.