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Avantax Advisory Services’s United Rentals URI Stock Holding History

Avantax Advisory Services’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 		$3.91M Sell
5,190
-35
-0.7% -$23.4K 0.02% 536
2025
Q1 		$3.27M Buy
5,225
+392
+8% +$269K 0.02% 552
2024
Q4 		$3.4M Sell
4,833
-12
-0.2% -$9.75K 0.02% 518
2024
Q3 		$3.92M Buy
4,845
+216
+5% +$155K 0.03% 465
2024
Q2 		$2.99M Buy
4,629
+487
+12% +$324K 0.02% 526
2024
Q1 		$2.99M Buy
4,142
+182
+5% +$117K 0.03% 432
2023
Q4 		$2.27M Buy
3,960
+303
+8% +$143K 0.02% 469
2023
Q3 		$1.63M Sell
3,657
-5
-0.1% -$2.29K 0.02% 524
2023
Q2 		$1.63M Buy
3,662
+197
+6% +$73K 0.02% 519
2023
Q1 		$1.37M Sell
3,465
-8
-0.2% -$3.36K 0.02% 561
2022
Q4 		$1.23M Buy
3,473
+380
+12% +$125K 0.02% 558
2022
Q3 		$835K Buy
3,093
+435
+16% +$127K 0.01% 611
2022
Q2 		$646K Buy
2,658
+1,092
+70% +$321K 0.01% 678
2022
Q1 		$557K Sell
1,566
-194
-11% -$63.3K 0.01% 748
2021
Q4 		$585K Buy
1,760
+275
+19% +$98K 0.01% 707
2021
Q3 		$519K Buy
1,485
+121
+9% +$40.6K 0.01% 713
2021
Q2 		$436K Buy
1,364
+212
+18% +$68.5K 0.01% 755
2021
Q1 		$379K Buy
+1,152
New +$326K 0.01% 710
2020
Q4 		– Sell
-1,450
Closed -$253K – 1335
2020
Q3 		$253K Buy
+1,450
New +$244K ﹤0.01% 1107

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's URI Position: Q2 2025 in Review

Avantax Advisory Services reduced its United Rentals (URI) stake by 0.67% in Q2 2025, selling an estimated $23.4K and leaving 5,190 shares worth $3.91M. The position accounts for 0.02% of the portfolio, ranked #536.

Avantax Advisory Services first reported a position in URI in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.92M in Q3 2024. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Avantax Advisory Services held 5,190 shares of United Rentals worth $3.91M as of Q2 2025.
  • Avantax Advisory Services sold 35 United Rentals shares in Q2 2025, an estimated $23.4K.
  • United Rentals made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #536 holding.
  • Avantax Advisory Services first reported a position in United Rentals in Q3 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's United Rentals position peaked at $3.92M in Q3 2024.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.