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Avior Wealth Management’s United Rentals URI Stock Holding History

Avior Wealth Management’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 		$460K Buy
406
+19
+5% +$18.1K 0.01% 536
2026
Q1 		$282K Buy
387
+60
+18% +$50.4K 0.01% 705
2025
Q4 		$265K Buy
327
+102
+45% +$88.5K 0.01% 648
2025
Q3 		$215K Buy
+225
New +$200K 0.01% 685
2025
Q1 		– Sell
-223
Closed -$157K – 2248
2024
Q4 		$157K Buy
223
+6
+3% +$4.88K 0.01% 776
2024
Q3 		$176K Buy
217
+42
+24% +$30.2K 0.01% 736
2024
Q2 		$113K Sell
175
-65
-27% -$43.2K ﹤0.01% 825
2024
Q1 		$173K Buy
+240
New +$154K 0.01% 757
2023
Q2 		– Sell
-10
Closed -$3.96K – 1676
2023
Q1 		$3.96K Buy
+10
New +$4.2K ﹤0.01% 1260
2017
Q1 		– Sell
-50
Closed -$5K – 526
2016
Q4 		$5K Hold
50
– – ﹤0.01% 394
2016
Q3 		$4K Hold
50
– – ﹤0.01% 398
2016
Q2 		$3K Hold
50
– – ﹤0.01% 407
2016
Q1 		$3K Hold
50
– – ﹤0.01% 425
2015
Q4 		$4K Buy
+50
New +$3.61K ﹤0.01% 380

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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

Avior Wealth Management's URI Position: Q2 2026 in Review

Avior Wealth Management increased its United Rentals (URI) stake by 4.9% in Q2 2026, buying an estimated $18.1K and bringing the position to 406 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #536.

Avior Wealth Management first reported a position in URI in Q4 2015 and has held it in 14 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Avior Wealth Management held 406 shares of United Rentals worth $460K as of Q2 2026.
  • Avior Wealth Management bought 19 United Rentals shares in Q2 2026, an estimated $18.1K.
  • United Rentals made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #536 holding.
  • Avior Wealth Management first reported a position in United Rentals in Q4 2015 and has held it in 14 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.