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Aptus Capital Advisors’s United Rentals URI Stock Holding History

Aptus 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
Q2 		$1.87M Sell
1,649
-62
-4% -$59K 0.01% 510
2026
Q1 		$1.25M Sell
1,711
-124
-7% -$104K 0.01% 550
2025
Q4 		$1.48M Buy
1,835
+25
+1% +$21.7K 0.01% 504
2025
Q3 		$1.73M Buy
1,810
+147
+9% +$131K 0.01% 463
2025
Q2 		$1.25M Buy
1,663
+14
+0.8% +$9.36K 0.01% 494
2025
Q1 		$1.03M Sell
1,649
-94
-5% -$64.6K 0.01% 501
2024
Q4 		$1.23M Buy
1,743
+210
+14% +$171K 0.01% 467
2024
Q3 		$1.24M Sell
1,533
-12
-0.8% -$8.63K 0.02% 372
2024
Q2 		$999K Buy
1,545
+35
+2% +$23.3K 0.02% 393
2024
Q1 		$1.09M Buy
1,510
+18
+1% +$11.6K 0.02% 385
2023
Q4 		$856K Buy
1,492
+41
+3% +$19.3K 0.02% 311
2023
Q3 		$645K Buy
1,451
+181
+14% +$82.8K 0.02% 344
2023
Q2 		$566K Buy
1,270
+206
+19% +$76.3K 0.01% 312
2023
Q1 		$421K Sell
1,064
-8,605
-89% -$3.61M 0.01% 340
2022
Q4 		$3.44M Sell
9,669
-4,444
-31% -$1.46M 0.11% 159
2022
Q3 		$3.81M Buy
14,113
+1,462
+12% +$426K 0.09% 129
2022
Q2 		$3.07M Buy
12,651
+11,723
+1,263% +$3.45M 0.08% 144
2022
Q1 		$330K Sell
928
-15
-2% -$4.9K 0.01% 351
2021
Q4 		$314K Buy
943
+15
+2% +$5.35K 0.01% 310
2021
Q3 		$326K Buy
+928
New +$312K 0.01% 308

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

Aptus Capital Advisors's URI Position: Q2 2026 in Review

Aptus Capital Advisors reduced its United Rentals (URI) stake by 3.6% in Q2 2026, selling an estimated $59K and leaving 1,649 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #510.

Aptus Capital Advisors first reported a position in URI in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.81M in Q3 2022. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Aptus Capital Advisors held 1,649 shares of United Rentals worth $1.87M as of Q2 2026.
  • Aptus Capital Advisors sold 62 United Rentals shares in Q2 2026, an estimated $59K.
  • United Rentals made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #510 holding.
  • Aptus Capital Advisors first reported a position in United Rentals in Q3 2021 and has held it in 20 quarters since.
  • Aptus Capital Advisors's United Rentals position peaked at $3.81M in Q3 2022.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.