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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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisor Resource Council's URI Position: Q2 2025 in Review

Advisor Resource Council sold out of United Rentals (URI) in Q2 2025, closing a stake of 589 shares — an estimated $369K sold.

Advisor Resource Council first reported a position in URI in Q2 2021 and held it in 4 quarters. The position peaked at $369K in Q1 2025. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Advisor Resource Council reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 589 United Rentals shares in Q2 2025, an estimated $369K.
  • Advisor Resource Council first reported a position in United Rentals in Q2 2021 and held it in 4 quarters.
  • Advisor Resource Council's United Rentals position peaked at $369K in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.