Aviso Wealth Management’s United Rentals URI Stock Holding History

Aviso 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 Q1	$792K	Sell	1,087 -181	-14%	-$152K	0.36%	64
2025 Q4	$1.03M	Sell	1,268 -30	-2%	-$26K	0.43%	53
2025 Q3	$1.24M	Sell	1,298 -10	-0.8%	-$8.91K	0.54%	47
2025 Q2	$985K	Hold	1,308	–	–	0.46%	56
2025 Q1	$820K	Sell	1,308 -10	-0.8%	-$6.87K	0.44%	61
2024 Q4	$928K	Sell	1,318 -6	-0.5%	-$4.88K	0.47%	58
2024 Q3	$1.07M	Sell	1,324 -10	-0.7%	-$7.19K	0.58%	44
2024 Q2	$863K	Buy	1,334 +23	+2%	+$15.3K	0.51%	49
2024 Q1	$945K	Hold	1,311	–	–	0.6%	43
2023 Q4	$752K	Buy	+1,311	New	+$618K	0.54%	49

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aviso Wealth Management's URI Position: Q1 2026 in Review

Aviso Wealth Management reduced its United Rentals (URI) stake by 14% in Q1 2026, selling an estimated $152K and leaving 1,087 shares worth $792K. The position accounts for 0.36% of the portfolio, ranked #64.

Aviso Wealth Management first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Aviso Wealth Management held 1,087 shares of United Rentals worth $792K as of Q1 2026.
Aviso Wealth Management sold 181 United Rentals shares in Q1 2026, an estimated $152K.
United Rentals made up 0.36% of Aviso Wealth Management's portfolio in Q1 2026, its #64 holding.
Aviso Wealth Management first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's United Rentals position peaked at $1.24M in Q3 2025.
1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.