Arete Wealth Advisors’s United Rentals URI Stock Holding History

Arete Wealth 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	–	Sell	-553	Closed	-$447K	–	715
2025 Q4	$447K	Sell	553 -4	-0.7%	-$3.47K	0.03%	475
2025 Q3	$531K	Buy	557 +23	+4%	+$20.5K	0.03%	423
2025 Q2	$402K	Buy	534 +27	+5%	+$18.1K	0.03%	484
2025 Q1	$317K	Sell	507 -106	-17%	-$72.9K	0.02%	508
2024 Q4	$432K	Buy	613 +305	+99%	+$248K	0.03%	453
2024 Q3	$250K	Sell	308 -319	-51%	-$229K	0.02%	579
2024 Q2	$406K	Buy	+627	New	+$417K	0.03%	439
2024 Q1	–	Sell	-627	Closed	-$360K	–	717
2023 Q4	$360K	Sell	627 -171	-21%	-$80.7K	0.03%	498
2023 Q3	$355K	Sell	798 -159	-17%	-$72.8K	0.06%	307
2023 Q2	$426K	Buy	957 +55	+6%	+$20.4K	0.04%	403
2023 Q1	$357K	Buy	902 +7	+0.8%	+$2.94K	0.03%	423
2022 Q4	$318M	Sell	895 -11	-1%	-$3.62K	0.03%	441
2022 Q3	$245K	Buy	+906	New	+$264K	0.02%	464
2022 Q2	–	Sell	-710	Closed	-$252K	–	564
2022 Q1	$252K	Buy	710 +89	+14%	+$29.1K	0.02%	421
2021 Q4	$206K	Buy	+621	New	+$221K	0.02%	475

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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