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Atria Wealth Solutions’s United Rentals URI Stock Holding History

Atria Wealth Solutions’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
Q2 		$284K Sell
377
-3,249
-90% -$2.17M 0.01% 1186
2025
Q1 		$2.27M Sell
3,626
-259
-7% -$178K 0.03% 584
2024
Q4 		$2.74M Sell
3,885
-87
-2% -$70.7K 0.03% 536
2024
Q3 		$3.22M Buy
3,972
+210
+6% +$151K 0.03% 476
2024
Q2 		$2.43M Sell
3,762
-446
-11% -$296K 0.03% 569
2024
Q1 		$3.03M Buy
4,208
+1,271
+43% +$816K 0.03% 493
2023
Q4 		$1.68M Sell
2,937
-78
-3% -$36.8K 0.02% 663
2023
Q3 		$1.34M Buy
3,015
+23
+0.8% +$10.5K 0.02% 700
2023
Q2 		$1.33M Sell
2,992
-2,164
-42% -$802K 0.02% 723
2023
Q1 		$2.04M Sell
5,156
-588
-10% -$247K 0.03% 532
2022
Q4 		$2.04M Sell
5,744
-468
-8% -$154K 0.03% 508
2022
Q3 		$1.68M Buy
6,212
+817
+15% +$238K 0.03% 545
2022
Q2 		$1.31M Sell
5,395
-1,053
-16% -$310K 0.02% 583
2022
Q1 		$2.29M Buy
+6,448
New +$2.11M 0.04% 443

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Atria Wealth Solutions's URI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its United Rentals (URI) stake by 90% in Q2 2025, selling an estimated $2.17M and leaving 377 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1186.

Atria Wealth Solutions first reported a position in URI in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.22M in Q3 2024. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Atria Wealth Solutions held 377 shares of United Rentals worth $284K as of Q2 2025.
  • Atria Wealth Solutions sold 3,249 United Rentals shares in Q2 2025, an estimated $2.17M.
  • United Rentals made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1186 holding.
  • Atria Wealth Solutions first reported a position in United Rentals in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's United Rentals position peaked at $3.22M in Q3 2024.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.