Aaron Wealth Advisors’s United Rentals URI Stock Holding History

Aaron 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	$1.29M	Sell	1,769 -625	-26%	-$525K	0.07%	173
2025 Q4	$1.94M	Buy	2,394 +556	+30%	+$483K	0.11%	134
2025 Q3	$1.75M	Buy	1,838 +1,333	+264%	+$1.19M	0.11%	128
2025 Q2	$380K	Sell	505 -25	-5%	-$16.7K	0.04%	305
2025 Q1	$332K	Sell	530 -457	-46%	-$314K	0.04%	305
2024 Q4	$695K	Buy	987 +549	+125%	+$446K	0.08%	153
2024 Q3	$355K	Buy	438 +77	+21%	+$55.4K	0.04%	260
2024 Q2	$233K	Buy	361 +7	+2%	+$4.65K	0.03%	282
2024 Q1	$255K	Buy	+354	New	+$227K	0.04%	244
2022 Q2	–	Sell	-76,725	Closed	-$216K	–	813
2022 Q1	$216K	Buy	+76,725	New	+$25.1M	﹤0.01%	768

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

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

Franklin Resources

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