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Abacus Planning Group’s United Rentals URI Stock Holding History

Abacus Planning Group’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
2025
Q3 		– Sell
-376
Closed -$283K – 265
2025
Q2 		$283K Buy
376
+36
+11% +$24.1K 0.04% 190
2025
Q1 		$213K Sell
340
-18
-5% -$12.4K 0.04% 202
2024
Q4 		$252K Sell
358
-17
-5% -$13.8K 0.04% 179
2024
Q3 		$304K Sell
375
-25
-6% -$18K 0.05% 164
2024
Q2 		$259K Sell
400
-2
-0.5% -$1.33K 0.05% 174
2024
Q1 		$290K Buy
402
+9
+2% +$5.78K 0.06% 156
2023
Q4 		$225K Buy
+393
New +$185K 0.05% 177

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Abacus Planning Group's URI Position: Q3 2025 in Review

Abacus Planning Group sold out of United Rentals (URI) in Q3 2025, closing a stake of 376 shares — an estimated $283K sold.

Abacus Planning Group first reported a position in URI in Q4 2023 and held it in 7 quarters. The position peaked at $304K in Q3 2024. 1,451 funds tracked by Wall St. Rank hold URI as of Q3 2025.

  • Abacus Planning Group reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
  • Abacus Planning Group sold 376 United Rentals shares in Q3 2025, an estimated $283K.
  • Abacus Planning Group first reported a position in United Rentals in Q4 2023 and held it in 7 quarters.
  • Abacus Planning Group's United Rentals position peaked at $304K in Q3 2024.
  • 1,451 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Abacus Planning Group's 13F filing for Q3 2025, filed 22 Oct 2025.