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Annis Gardner Whiting Capital Advisors’s United Rentals URI Stock Holding History

Annis Gardner Whiting Capital 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
Q1 		$129K Buy
177
+58
+49% +$48.7K 0.02% 390
2025
Q4 		$96.3K Buy
119
+9
+8% +$7.81K 0.02% 411
2025
Q3 		$105K Sell
110
-4
-4% -$3.56K 0.02% 380
2025
Q2 		$85.9K Buy
114
+14
+14% +$9.36K 0.03% 328
2025
Q1 		$62.7K Sell
100
-1
-1% -$687 0.03% 330
2024
Q4 		$71.1K Buy
101
+1
+1% +$813 0.02% 309
2024
Q3 		$81K Sell
100
-29
-22% -$20.9K 0.02% 316
2024
Q2 		$83.4K Sell
129
-10
-7% -$6.65K 0.02% 333
2024
Q1 		$100K Buy
139
+42
+43% +$26.9K 0.04% 282
2023
Q4 		$55.6K Buy
97
+6
+7% +$2.83K 0.02% 292
2023
Q3 		$40.5K Buy
+91
New +$41.7K 0.02% 305

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return