BPA
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Beacon Pointe Advisors’s United Rentals URI Stock Holding History

Beacon Pointe Advisors’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 		$6.01M Buy
8,253
+6,961
+539% +$5.85M 0.03% 430
2025
Q4 		$1.05M Sell
1,292
-33
-2% -$28.6K 0.01% 823
2025
Q3 		$1.27M Buy
1,325
+233
+21% +$208K 0.01% 682
2025
Q2 		$823K Buy
1,092
+52
+5% +$34.8K 0.01% 730
2025
Q1 		$652K Sell
1,040
-183
-15% -$126K 0.01% 762
2024
Q4 		$862K Sell
1,223
-290
-19% -$236K 0.01% 679
2024
Q3 		$1.23M Sell
1,513
-43
-3% -$30.9K 0.01% 577
2024
Q2 		$1.01M Sell
1,556
-7
-0.4% -$4.65K 0.01% 639
2024
Q1 		$1.13M Buy
1,563
+34
+2% +$21.8K 0.01% 654
2023
Q4 		$877K Sell
1,529
-78
-5% -$36.8K 0.01% 710
2023
Q3 		$715K Buy
1,607
+373
+30% +$171K 0.01% 739
2023
Q2 		$550K Sell
1,234
-21
-2% -$7.78K 0.01% 683
2023
Q1 		$497K Sell
1,255
-156
-11% -$65.5K 0.01% 756
2022
Q4 		$501K Buy
1,411
+4
+0.3% +$1.31K 0.01% 686
2022
Q3 		$381K Buy
1,407
+134
+11% +$39K 0.01% 729
2022
Q2 		$309K Sell
1,273
-136
-10% -$40K 0.01% 810
2022
Q1 		$500K Buy
+1,409
New +$460K 0.01% 806
2021
Q4 		– Sell
-715
Closed -$251K – 1007
2021
Q3 		$251K Buy
+715
New +$240K 0.01% 773

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