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Advocate Investing Services’s United Rentals URI Stock Holding History

Advocate Investing Services’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 		$1.73M Buy
1,530
+1
+0.1% +$951 1.34% 16
2026
Q1 		$1.11M Buy
1,529
+2
+0.1% +$1.68K 0.94% 25
2025
Q4 		$1.24M Buy
+1,527
New +$1.33M 1.11% 22

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Advocate Investing Services's URI Position: Q2 2026 in Review

Advocate Investing Services increased its United Rentals (URI) stake by 0.07% in Q2 2026, buying an estimated $951 and bringing the position to 1,530 shares worth $1.73M. The position accounts for 1.34% of the portfolio, ranked #16.

Advocate Investing Services first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,581 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Advocate Investing Services held 1,530 shares of United Rentals worth $1.73M as of Q2 2026.
  • Advocate Investing Services bought 1 United Rentals share in Q2 2026, an estimated $951.
  • United Rentals made up 1.34% of Advocate Investing Services's portfolio in Q2 2026, its #16 holding.
  • Advocate Investing Services first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,581 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.