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 Q3	$1.06M	Sell	1,062 -25	-2%	-$26.7K	0.41%	52
2026 Q2	$1.23M	Hold	1,087	–	–	0.42%	51
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

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

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

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aviso Wealth Management's URI Position: Q3 2026 in Review

Aviso Wealth Management reduced its United Rentals (URI) stake by 2.3% in Q3 2026, selling an estimated $26.7K and leaving 1,062 shares worth $1.06M. The position accounts for 0.41% of the portfolio, ranked #52.

Aviso Wealth Management first reported a position in URI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q3 2025. 938 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Aviso Wealth Management held 1,062 shares of United Rentals worth $1.06M as of Q3 2026.
Aviso Wealth Management sold 25 United Rentals shares in Q3 2026, an estimated $26.7K.
United Rentals made up 0.41% of Aviso Wealth Management's portfolio in Q3 2026, its #52 holding.
Aviso Wealth Management first reported a position in United Rentals in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's United Rentals position peaked at $1.24M in Q3 2025.
938 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.