A4 Wealth Advisors’s United Rentals URI Stock Holding History

A4 Wealth Advisors’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 Q1	–	Sell	-266	Closed	-$215K	–	139
2025 Q4	$215K	Sell	266 -283	-52%	-$246K	0.19%	119
2025 Q3	$524K	Buy	+549	New	+$489K	0.44%	63

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

A4 Wealth Advisors's URI Position: Q1 2026 in Review

A4 Wealth Advisors sold out of United Rentals (URI) in Q1 2026, closing a stake of 266 shares — an estimated $215K sold.

A4 Wealth Advisors first reported a position in URI in Q3 2025 and held it in 2 quarters. The position peaked at $524K in Q3 2025. 1,455 funds tracked by Wall St. Rank hold URI as of Q1 2026.

A4 Wealth Advisors reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
A4 Wealth Advisors sold 266 United Rentals shares in Q1 2026, an estimated $215K.
A4 Wealth Advisors first reported a position in United Rentals in Q3 2025 and held it in 2 quarters.
A4 Wealth Advisors's United Rentals position peaked at $524K in Q3 2025.
1,455 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.