Addison Advisors’s United Rentals URI Stock Holding History

Addison 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 Q2	$3.4K	Hold	3	–	–	﹤0.01%	528
2026 Q1	$2.19K	Hold	3	–	–	﹤0.01%	822
2025 Q4	$2.43K	Hold	3	–	–	﹤0.01%	773
2025 Q3	$2.86K	Hold	3	–	–	﹤0.01%	755
2025 Q2	$2.26K	Sell	3 -3	-50%	-$2.01K	﹤0.01%	771
2025 Q1	$3.76K	Sell	6 -18	-75%	-$12.4K	﹤0.01%	702
2024 Q4	$16.9K	Buy	24 +5	+26%	+$4.06K	﹤0.01%	524
2024 Q3	$15.4K	Buy	19 +12	+171%	+$8.63K	﹤0.01%	540
2024 Q2	$4.53K	Buy	+7	New	+$4.65K	﹤0.01%	648
2022 Q2	–	Sell	-5	Closed	-$2K	–	779
2022 Q1	$2K	Buy	5 +2	+67%	+$653	﹤0.01%	595
2021 Q4	$1K	Buy	+3	New	+$1.07K	﹤0.01%	643

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

Addison Advisors's URI Position: Q2 2026 in Review

Addison Advisors held its United Rentals (URI) position steady in Q2 2026 at 3 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Addison Advisors first reported a position in URI in Q4 2021 and has held it in 11 quarters since. The position peaked at $16.9K in Q4 2024. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Addison Advisors held 3 shares of United Rentals worth $3.4K as of Q2 2026.
Addison Advisors left its United Rentals share count unchanged in Q2 2026.
United Rentals made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #528 holding.
Addison Advisors first reported a position in United Rentals in Q4 2021 and has held it in 11 quarters since.
Addison Advisors's United Rentals position peaked at $16.9K in Q4 2024.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.