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AXS Investments’s United Rentals URI Stock Holding History

AXS Investments’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 		$255K Hold
350
– – 0.1% 111
2025
Q4 		$283K Hold
350
– – 0.1% 122
2025
Q3 		$334K Hold
350
– – 0.11% 110
2025
Q2 		$264K Buy
+350
New +$234K 0.11% 140
2025
Q1 		– Sell
-350
Closed -$247K – 239
2024
Q4 		$247K Hold
350
– – 0.07% 212
2024
Q3 		$283K Hold
350
– – 0.08% 216
2024
Q2 		$226K Sell
350
-750
-68% -$498K 0.06% 215
2024
Q1 		$793K Buy
1,100
+100
+10% +$64.2K 0.19% 186
2023
Q4 		$573K Buy
1,000
+350
+54% +$165K 0.14% 210
2023
Q3 		$289K Sell
650
-550
-46% -$252K 0.07% 237
2023
Q2 		$534K Buy
1,200
+990
+471% +$367K 0.14% 212
2023
Q1 		$83.1K Buy
210
+95
+83% +$39.9K 0.03% 270
2022
Q4 		$40.9K Buy
+115
New +$37.8K 0.01% 298

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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