Adero Partners’s United Rentals URI Stock Holding History

Adero Partners’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 Q1	–	Sell	-332	Closed	-$234K	–	278
2024 Q4	$234K	Buy	332 +37	+13%	+$30.1K	0.02%	207
2024 Q3	$239K	Buy	+295	New	+$212K	0.02%	198

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Adero Partners's URI Position: Q1 2025 in Review

Adero Partners sold out of United Rentals (URI) in Q1 2025, closing a stake of 332 shares — an estimated $234K sold.

Adero Partners first reported a position in URI in Q3 2024 and held it in 2 quarters. The position peaked at $239K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold URI as of Q1 2025.

Adero Partners reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
Adero Partners sold 332 United Rentals shares in Q1 2025, an estimated $234K.
Adero Partners first reported a position in United Rentals in Q3 2024 and held it in 2 quarters.
Adero Partners's United Rentals position peaked at $239K in Q3 2024.
1,300 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.