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Capital A Wealth Management’s United Rentals URI Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-7
Closed -$4.39K – 815
2025
Q1 		$4.39K Hold
7
– – ﹤0.01% 393
2024
Q4 		$4.93K Buy
+7
New +$5.69K 0.01% 380

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital A Wealth Management's URI Position: Q2 2025 in Review

Capital A Wealth Management sold out of United Rentals (URI) in Q2 2025, closing a stake of 7 shares — an estimated $4.39K sold.

Capital A Wealth Management first reported a position in URI in Q4 2024 and held it in 2 quarters. The position peaked at $4.93K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Capital A Wealth Management reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 7 United Rentals shares in Q2 2025, an estimated $4.39K.
  • Capital A Wealth Management first reported a position in United Rentals in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's United Rentals position peaked at $4.93K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.