Avestar Capital’s United Rentals URI Stock Holding History

Avestar Capital’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 Q3	$566K	Sell	566 -9	-2%	-$9.6K	0.04%	332
2026 Q2	$651K	Sell	575 -3	-0.5%	-$2.85K	0.04%	317
2026 Q1	$421K	Buy	578 +10	+2%	+$8.4K	0.03%	386
2025 Q4	$460K	Buy	568 +6	+1%	+$5.21K	0.03%	357
2025 Q3	$537K	Sell	562 -97	-15%	-$86.4K	0.04%	328
2025 Q2	$496K	Buy	+659	New	+$441K	0.03%	327
2025 Q1	–	Sell	-373	Closed	-$263K	–	551
2024 Q4	$263K	Buy	373 +32	+9%	+$26K	0.02%	415
2024 Q3	$276K	Buy	+341	New	+$245K	0.03%	368
2019 Q3	–	Sell	-149	Closed	-$17K	–	799
2019 Q2	$17K	Hold	149	–	–	0.01%	421
2019 Q1	$15K	Hold	149	–	–	0.01%	417
2018 Q4	$13K	Buy	149 +25	+20%	+$3.01K	0.01%	407
2018 Q3	$19K	Sell	124 -12	-9%	-$1.87K	0.01%	373
2018 Q2	$18K	Buy	136 +3	+2%	+$490	0.01%	380
2018 Q1	$21K	Buy	133 +12	+10%	+$2.13K	0.01%	334
2017 Q4	$20K	Buy	+121	New	+$18.4K	0.01%	348

Other funds holding URI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Avestar Capital's URI Position: Q3 2026 in Review

Avestar Capital reduced its United Rentals (URI) stake by 1.6% in Q3 2026, selling an estimated $9.6K and leaving 566 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #332.

Avestar Capital first reported a position in URI in Q4 2017 and has held it in 15 quarters since. The position peaked at $651K in Q2 2026. 1,026 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Avestar Capital held 566 shares of United Rentals worth $566K as of Q3 2026.
Avestar Capital sold 9 United Rentals shares in Q3 2026, an estimated $9.6K.
United Rentals made up 0.04% of Avestar Capital's portfolio in Q3 2026, its #332 holding.
Avestar Capital first reported a position in United Rentals in Q4 2017 and has held it in 15 quarters since.
Avestar Capital's United Rentals position peaked at $651K in Q2 2026.
1,026 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.