Brown Financial Advisors’s United Rentals URI Stock Holding History

Brown Financial 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	$2.16M	Buy	1,909 +78	+4%	+$74.2K	0.76%	37
2026 Q1	$1.33M	Sell	1,831 -304	-14%	-$255K	0.51%	62
2025 Q4	$1.73M	Sell	2,135 -200	-9%	-$174K	0.63%	55
2025 Q3	$2.23M	Sell	2,335 -51	-2%	-$45.4K	0.82%	40
2025 Q2	$1.8M	Sell	2,386 -247	-9%	-$165K	0.7%	49
2025 Q1	$1.65M	Buy	2,633 +804	+44%	+$553K	0.68%	56
2024 Q4	$1.29M	Buy	1,829 +72	+4%	+$58.5K	0.52%	59
2024 Q3	$1.42M	Buy	1,757 +86	+5%	+$61.9K	0.59%	57
2024 Q2	$1.08M	Buy	+1,671	New	+$1.11M	0.48%	69

Other funds holding URI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

Brown Financial Advisors's URI Position: Q2 2026 in Review

Brown Financial Advisors increased its United Rentals (URI) stake by 4.3% in Q2 2026, buying an estimated $74.2K and bringing the position to 1,909 shares worth $2.16M. The position accounts for 0.76% of the portfolio, ranked #37.

Brown Financial Advisors first reported a position in URI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Brown Financial Advisors held 1,909 shares of United Rentals worth $2.16M as of Q2 2026.
Brown Financial Advisors bought 78 United Rentals shares in Q2 2026, an estimated $74.2K.
United Rentals made up 0.76% of Brown Financial Advisors's portfolio in Q2 2026, its #37 holding.
Brown Financial Advisors first reported a position in United Rentals in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's United Rentals position peaked at $2.23M in Q3 2025.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.