Avantax Planning Partners’s United Rentals URI Stock Holding History

Avantax Planning Partners’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	$238K	Buy	+210	New	+$200K	0.01%	409
2025 Q4	–	Sell	-210	Closed	-$200K	–	462
2025 Q3	$200K	Buy	+210	New	+$187K	0.01%	427
2018 Q4	–	Sell	-555	Closed	-$91K	–	1144
2018 Q3	$91K	Buy	+555	New	+$86.4K	0.01%	367
2018 Q2	–	Sell	-10,445	Closed	-$1.8M	–	1417
2018 Q1	$1.8M	Sell	10,445 -300	-3%	-$53.3K	0.15%	57
2017 Q4	$1.85M	Sell	10,745 -150	-1%	-$22.8K	0.17%	53
2017 Q3	$1.51M	Buy	10,895 +306	+3%	+$36.6K	0.12%	80
2017 Q2	$1.19M	Buy	10,589 +8	+0.1%	+$893	0.1%	94
2017 Q1	$1.32M	Sell	10,581 -15	-0.1%	-$1.82K	0.12%	77
2016 Q4	$1.12M	Buy	+10,596	New	+$964K	0.12%	84

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's URI Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in United Rentals (URI) in Q2 2026: 210 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in URI as recently as Q3 2025.

Avantax Planning Partners first reported a position in URI in Q4 2016 and has held it in 9 quarters since. The position peaked at $1.85M in Q4 2017. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Avantax Planning Partners held 210 shares of United Rentals worth $238K as of Q2 2026.
United Rentals was a new Avantax Planning Partners position in Q2 2026.
United Rentals made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #409 holding.
Avantax Planning Partners first reported a position in United Rentals in Q4 2016 and has held it in 9 quarters since.
Avantax Planning Partners's United Rentals position peaked at $1.85M in Q4 2017.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.