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Avalon Trust’s United Rentals URI Stock Holding History

Avalon Trust’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 		$475K Hold
419
– – 0.03% 100
2026
Q1 		$305K Sell
419
-30
-7% -$25.2K 0.02% 122
2025
Q4 		$363K Sell
449
-62
-12% -$53.8K 0.02% 113
2025
Q3 		$488K Buy
511
+162
+46% +$144K 0.03% 99
2025
Q2 		$263K Hold
349
– – 0.02% 125
2025
Q1 		$219K Hold
349
– – 0.02% 125
2024
Q4 		$246K Hold
349
– – 0.02% 113
2024
Q3 		$283K Hold
349
– – 0.02% 106
2024
Q2 		$226K Sell
349
-66
-16% -$43.9K 0.02% 118
2024
Q1 		$299K Hold
415
– – 0.02% 112
2023
Q4 		$238K Hold
415
– – 0.02% 115
2023
Q3 		$184K Hold
415
– – 0.02% 121
2023
Q2 		$185K Hold
415
– – 0.02% 127
2023
Q1 		$164K Buy
+415
New +$174K 0.02% 127

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

Avalon Trust's URI Position: Q2 2026 in Review

Avalon Trust held its United Rentals (URI) position steady in Q2 2026 at 419 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #100.

Avalon Trust first reported a position in URI in Q1 2023 and has held it in 14 quarters since. The position peaked at $488K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Avalon Trust held 419 shares of United Rentals worth $475K as of Q2 2026.
  • Avalon Trust left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.03% of Avalon Trust's portfolio in Q2 2026, its #100 holding.
  • Avalon Trust first reported a position in United Rentals in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's United Rentals position peaked at $488K in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.