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Advisor Resource Council’s United Rentals URI Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-589
Closed -$369K – 563
2025
Q1 		$369K Buy
+589
New +$405K 0.03% 422
2024
Q1 		– Sell
-577
Closed -$331K – 508
2023
Q4 		$331K Buy
+577
New +$272K 0.04% 326
2022
Q1 		– Sell
-737
Closed -$245K – 528
2021
Q4 		$245K Buy
+737
New +$263K 0.02% 502
2021
Q3 		– Sell
-627
Closed -$200K – 477
2021
Q2 		$200K Buy
+627
New +$202K 0.02% 474

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return