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Avion Wealth’s United Rentals URI Stock Holding History

Avion Wealth’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 		$26K Buy
23
+3
+15% +$2.85K ﹤0.01% 343
2026
Q1 		$14K Buy
20
+4
+25% +$3.36K ﹤0.01% 406
2025
Q4 		$12K Sell
16
-1
-6% -$868 ﹤0.01% 454
2025
Q3 		$16K Buy
17
+1
+6% +$891 ﹤0.01% 383
2025
Q2 		$12K Buy
16
+6
+60% +$4.01K ﹤0.01% 429
2025
Q1 		$7K Hold
10
– – ﹤0.01% 480
2024
Q4 		$7K Buy
10
+1
+11% +$813 ﹤0.01% 479
2024
Q3 		$7K Buy
9
+2
+29% +$1.44K ﹤0.01% 465
2024
Q2 		$4K Buy
7
+1
+17% +$665 ﹤0.01% 534
2024
Q1 		$5K Buy
6
+3
+100% +$1.93K ﹤0.01% 480
2023
Q4 		$2K Buy
3
+1
+50% +$472 ﹤0.01% 633
2023
Q3 		$0 Buy
+2
New +$915 ﹤0.01% 1209

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avion Wealth's URI Position: Q2 2026 in Review

Avion Wealth increased its United Rentals (URI) stake by 15% in Q2 2026, buying an estimated $2.85K and bringing the position to 23 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Avion Wealth first reported a position in URI in Q3 2023 and has held it in 12 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Avion Wealth held 23 shares of United Rentals worth $26K as of Q2 2026.
  • Avion Wealth bought 3 United Rentals shares in Q2 2026, an estimated $2.85K.
  • United Rentals made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #343 holding.
  • Avion Wealth first reported a position in United Rentals in Q3 2023 and has held it in 12 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.