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Aviso Financial’s United Rentals URI Stock Holding History

Aviso Financial’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
Q1 		$206K Buy
283
+10
+4% +$8.4K 0.01% 219
2025
Q4 		$221K Sell
273
-38
-12% -$33K 0.01% 213
2025
Q3 		$297K Buy
+311
New +$277K 0.01% 216

Other funds holding URI

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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aviso Financial's URI Position: Q1 2026 in Review

Aviso Financial increased its United Rentals (URI) stake by 3.7% in Q1 2026, buying an estimated $8.4K and bringing the position to 283 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #219.

Aviso Financial first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $297K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Aviso Financial held 283 shares of United Rentals worth $206K as of Q1 2026.
  • Aviso Financial bought 10 United Rentals shares in Q1 2026, an estimated $8.4K.
  • United Rentals made up 0.01% of Aviso Financial's portfolio in Q1 2026, its #219 holding.
  • Aviso Financial first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • Aviso Financial's United Rentals position peaked at $297K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.