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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
2025
Q4 		– Sell
-557
Closed -$531K – 731
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 		$318K 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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's URI Position: Q4 2025 in Review

Arete Wealth Advisors sold out of United Rentals (URI) in Q4 2025, closing a stake of 557 shares — an estimated $531K sold.

Arete Wealth Advisors first reported a position in URI in Q4 2021 and held it in 14 quarters. The position peaked at $531K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Arete Wealth Advisors reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 557 United Rentals shares in Q4 2025, an estimated $531K.
  • Arete Wealth Advisors first reported a position in United Rentals in Q4 2021 and held it in 14 quarters.
  • Arete Wealth Advisors's United Rentals position peaked at $531K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.