AFA
URI icon

AA Financial Advisors’s United Rentals URI Stock Holding History

AA Financial 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
-355
Closed -$287K – 239
2025
Q4 		$287K Sell
355
-18
-5% -$15.6K 0.05% 172
2025
Q3 		$356K Buy
+373
New +$332K 0.07% 140

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AA Financial Advisors's URI Position: Q1 2026 in Review

AA Financial Advisors sold out of United Rentals (URI) in Q1 2026, closing a stake of 355 shares — an estimated $287K sold.

AA Financial Advisors first reported a position in URI in Q3 2025 and held it in 2 quarters. The position peaked at $356K in Q3 2025. 1,464 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • AA Financial Advisors reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • AA Financial Advisors sold 355 United Rentals shares in Q1 2026, an estimated $287K.
  • AA Financial Advisors first reported a position in United Rentals in Q3 2025 and held it in 2 quarters.
  • AA Financial Advisors's United Rentals position peaked at $356K in Q3 2025.
  • 1,464 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.