XXI Wealth LLC’s United Rentals URI Stock Holding History

XXI Wealth LLC’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	$386K	Hold	341	–	–	0.18%	136
2026 Q1	$248K	Sell	341 -24	-7%	-$20.2K	0.14%	175
2025 Q4	$295K	Buy	+365	New	+$317K	0.18%	139

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

XXI Wealth LLC's URI Position: Q2 2026 in Review

XXI Wealth LLC held its United Rentals (URI) position steady in Q2 2026 at 341 shares worth $386K. The position accounts for 0.18% of the portfolio, ranked #136.

XXI Wealth LLC first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,584 funds tracked by Wall St. Rank hold URI as of Q2 2026.

XXI Wealth LLC held 341 shares of United Rentals worth $386K as of Q2 2026.
XXI Wealth LLC left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.18% of XXI Wealth LLC's portfolio in Q2 2026, its #136 holding.
XXI Wealth LLC first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
1,584 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.