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Atria Investments’s United Rentals URI Stock Holding History

Atria Investments’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 		$5.59M Sell
4,931
-336
-6% -$320K 0.06% 359
2026
Q1 		$3.84M Buy
5,267
+376
+8% +$316K 0.04% 453
2025
Q4 		$3.96M Buy
4,891
+36
+0.7% +$31.2K 0.05% 455
2025
Q3 		$4.63M Buy
4,855
+147
+3% +$131K 0.05% 414
2025
Q2 		$3.55M Buy
4,708
+47
+1% +$31.4K 0.04% 509
2025
Q1 		$2.92M Buy
4,661
+1,613
+53% +$1.11M 0.04% 557
2024
Q4 		$2.15M Sell
3,048
-130
-4% -$106K 0.03% 654
2024
Q3 		$2.57M Sell
3,178
-91
-3% -$65.5K 0.03% 586
2024
Q2 		$2.11M Sell
3,269
-596
-15% -$396K 0.03% 615
2024
Q1 		$2.79M Buy
3,865
+761
+25% +$488K 0.04% 529
2023
Q4 		$1.78M Sell
3,104
-43
-1% -$20.3K 0.03% 642
2023
Q3 		$1.4M Buy
3,147
+145
+5% +$66.4K 0.02% 704
2023
Q2 		$1.34M Sell
3,002
-485
-14% -$180K 0.02% 718
2023
Q1 		$1.38M Buy
3,487
+662
+23% +$278K 0.03% 681
2022
Q4 		$1M Buy
+2,825
New +$928K 0.02% 761
2020
Q1 		– Sell
-5,776
Closed -$963K – 1160
2019
Q4 		$963K Buy
5,776
+2,262
+64% +$329K 0.03% 542
2019
Q3 		$438K Sell
3,514
-565
-14% -$68.5K 0.02% 618
2019
Q2 		$445K Sell
4,079
-2,012
-33% -$255K 0.02% 619
2019
Q1 		$696K Sell
6,091
-434
-7% -$53.6K 0.03% 444
2018
Q4 		$669K Buy
6,525
+1,360
+26% +$164K 0.03% 412
2018
Q3 		$845K Buy
5,165
+2,892
+127% +$450K 0.03% 445
2018
Q2 		$336K Buy
2,273
+986
+77% +$161K 0.01% 704
2018
Q1 		$222K Sell
1,287
-143
-10% -$25.4K 0.01% 781
2017
Q4 		$246K Buy
+1,430
New +$218K 0.01% 718
2015
Q2 		– Sell
-3,593
Closed -$328K – 423
2015
Q1 		$328K Buy
3,593
+74
+2% +$6.65K 0.04% 307
2014
Q4 		$359K Buy
3,519
+613
+21% +$65.7K 0.04% 302
2014
Q3 		$323K Buy
+2,906
New +$327K 0.03% 351

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 $3.38T AUM 44.17% 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

Atria Investments's URI Position: Q2 2026 in Review

Atria Investments reduced its United Rentals (URI) stake by 6.4% in Q2 2026, selling an estimated $320K and leaving 4,931 shares worth $5.59M. The position accounts for 0.06% of the portfolio, ranked #359.

Atria Investments first reported a position in URI in Q3 2014 and has held it in 27 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Atria Investments held 4,931 shares of United Rentals worth $5.59M as of Q2 2026.
  • Atria Investments sold 336 United Rentals shares in Q2 2026, an estimated $320K.
  • United Rentals made up 0.06% of Atria Investments's portfolio in Q2 2026, its #359 holding.
  • Atria Investments first reported a position in United Rentals in Q3 2014 and has held it in 27 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.