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Avidian Wealth Enterprises’s United Rentals URI Stock Holding History

Avidian Wealth Enterprises’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 		$264K Buy
+233
New +$222K 0.01% 632
2026
Q1 		– Sell
-247
Closed -$200K – 697
2025
Q4 		$200K Sell
247
-8
-3% -$6.94K 0.01% 565
2025
Q3 		$244K Buy
+255
New +$227K 0.01% 515
2018
Q4 		– Sell
-1,703
Closed -$279K – 118
2018
Q3 		$279K Buy
1,703
+3
+0.2% +$467 0.09% 87
2018
Q2 		$251K Hold
1,700
– – 0.08% 84
2018
Q1 		$294K Buy
+1,700
New +$302K 0.1% 74

Other funds holding URI

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VNIM
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ACM
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AP
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Avidian Wealth Enterprises's URI Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in United Rentals (URI) in Q2 2026: 233 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in URI as recently as Q4 2025.

Avidian Wealth Enterprises first reported a position in URI in Q1 2018 and has held it in 6 quarters since. The position peaked at $294K in Q1 2018. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Avidian Wealth Enterprises held 233 shares of United Rentals worth $264K as of Q2 2026.
  • United Rentals was a new Avidian Wealth Enterprises position in Q2 2026.
  • United Rentals made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #632 holding.
  • Avidian Wealth Enterprises first reported a position in United Rentals in Q1 2018 and has held it in 6 quarters since.
  • Avidian Wealth Enterprises's United Rentals position peaked at $294K in Q1 2018.
  • 455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.