BlueChip Wealth Advisors’s United Rentals URI Stock Holding History

BlueChip Wealth 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
2025 Q4	–	Sell	-297	Closed	-$284K	–	169
2025 Q3	$284K	Sell	297 -21	-7%	-$18.7K	0.12%	120
2025 Q2	$240K	Sell	318 -20	-6%	-$13.4K	0.11%	150
2025 Q1	$212K	Buy	338 +1	+0.3%	+$687	0.1%	147
2024 Q4	$237K	Sell	337 -21	-6%	-$17.1K	0.13%	123
2024 Q3	$290K	Hold	358	–	–	0.15%	120
2024 Q2	$232K	Buy	358 +21	+6%	+$14K	0.14%	128
2024 Q1	$243K	Buy	+337	New	+$216K	0.16%	109

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlueChip Wealth Advisors's URI Position: Q4 2025 in Review

BlueChip Wealth Advisors sold out of United Rentals (URI) in Q4 2025, closing a stake of 297 shares — an estimated $284K sold.

BlueChip Wealth Advisors first reported a position in URI in Q1 2024 and held it in 7 quarters. The position peaked at $290K in Q3 2024. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

BlueChip Wealth Advisors reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 297 United Rentals shares in Q4 2025, an estimated $284K.
BlueChip Wealth Advisors first reported a position in United Rentals in Q1 2024 and held it in 7 quarters.
BlueChip Wealth Advisors's United Rentals position peaked at $290K in Q3 2024.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.