BPA
URI icon

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
Q2 		$8.11M Sell
7,165
-1,088
-13% -$1.04M 0.04% 396
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

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors's URI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its United Rentals (URI) stake by 13% in Q2 2026, selling an estimated $1.04M and leaving 7,165 shares worth $8.11M. The position accounts for 0.04% of the portfolio, ranked #396.

Beacon Pointe Advisors first reported a position in URI in Q3 2021 and has held it in 19 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Beacon Pointe Advisors held 7,165 shares of United Rentals worth $8.11M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,088 United Rentals shares in Q2 2026, an estimated $1.04M.
  • United Rentals made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #396 holding.
  • Beacon Pointe Advisors first reported a position in United Rentals in Q3 2021 and has held it in 19 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.