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Arkadios Wealth Advisors’s United Rentals URI Stock Holding History

Arkadios 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
Q2 		$7.2M Buy
6,353
+95
+2% +$90.4K 0.11% 200
2026
Q1 		$4.56M Sell
6,258
-114
-2% -$95.8K 0.07% 278
2025
Q4 		$5.16M Sell
6,372
-164
-3% -$142K 0.1% 218
2025
Q3 		$6.24M Buy
6,536
+454
+7% +$405K 0.15% 157
2025
Q2 		$4.58M Buy
6,082
+239
+4% +$160K 0.14% 173
2025
Q1 		$3.66M Buy
5,843
+5,236
+863% +$3.6M 0.14% 173
2024
Q4 		$428K Buy
607
+302
+99% +$245K 0.02% 605
2024
Q3 		$247K Buy
+305
New +$219K 0.01% 779
2022
Q2 		– Sell
-695
Closed -$247K – 607
2022
Q1 		$247K Sell
695
-321
-32% -$105K 0.03% 475
2021
Q4 		$338K Sell
1,016
-393
-28% -$140K 0.04% 414
2021
Q3 		$494K Sell
1,409
-213
-13% -$71.5K 0.07% 292
2021
Q2 		$517K Sell
1,622
-368
-18% -$119K 0.06% 326
2021
Q1 		$655K Sell
1,990
-126
-6% -$35.7K 0.11% 213
2020
Q4 		$490K Buy
2,116
+1,926
+1,014% +$407K 0.1% 203
2020
Q3 		$36.7K Sell
190
-40
-17% -$6.72K 0.02% 470
2020
Q2 		$36.1K Sell
230
-909
-80% -$115K 0.02% 420
2020
Q1 		$117K Buy
1,139
+159
+16% +$21.1K 0.07% 217
2019
Q4 		$157K Buy
+980
New +$142K 0.09% 178

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

Arkadios Wealth Advisors's URI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its United Rentals (URI) stake by 1.5% in Q2 2026, buying an estimated $90.4K and bringing the position to 6,353 shares worth $7.2M. The position accounts for 0.11% of the portfolio, ranked #200.

Arkadios Wealth Advisors first reported a position in URI in Q4 2019 and has held it in 18 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Arkadios Wealth Advisors held 6,353 shares of United Rentals worth $7.2M as of Q2 2026.
  • Arkadios Wealth Advisors bought 95 United Rentals shares in Q2 2026, an estimated $90.4K.
  • United Rentals made up 0.11% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Arkadios Wealth Advisors first reported a position in United Rentals in Q4 2019 and has held it in 18 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.