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 Q3	$268K	Buy	267 +34	+15%	+$36.3K	0.01%	639
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

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

Avidian Wealth Enterprises's URI Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its United Rentals (URI) stake by 15% in Q3 2026, buying an estimated $36.3K and bringing the position to 267 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #639.

Avidian Wealth Enterprises first reported a position in URI in Q1 2018 and has held it in 7 quarters since. The position peaked at $294K in Q1 2018. 1,026 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Avidian Wealth Enterprises held 267 shares of United Rentals worth $268K as of Q3 2026.
Avidian Wealth Enterprises bought 34 United Rentals shares in Q3 2026, an estimated $36.3K.
United Rentals made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #639 holding.
Avidian Wealth Enterprises first reported a position in United Rentals in Q1 2018 and has held it in 7 quarters since.
Avidian Wealth Enterprises's United Rentals position peaked at $294K in Q1 2018.
1,026 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.