Capital Advisors Ltd’s United Rentals URI Stock Holding History

Capital Advisors Ltd’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	$302K	Hold	415	–	–	0.03%	250
2025 Q4	$336K	Hold	415	–	–	0.04%	222
2025 Q3	$396K	Hold	415	–	–	0.04%	198
2025 Q2	$313K	Sell	415 -8	-2%	-$5.35K	0.04%	220
2025 Q1	$265K	Buy	423 +8	+2%	+$5.5K	0.03%	235
2024 Q4	$292K	Hold	415	–	–	0.04%	225
2024 Q3	$336K	Hold	415	–	–	0.04%	205
2024 Q2	$268K	Sell	415 -1	-0.2%	-$665	0.03%	226
2024 Q1	$300K	Sell	416 -18	-4%	-$11.6K	0.04%	220
2023 Q4	$249K	Hold	434	–	–	0.04%	234
2023 Q3	$193K	Hold	434	–	–	0.03%	253
2023 Q2	$193K	Buy	434 +417	+2,453%	+$155K	0.03%	256
2023 Q1	$7K	Sell	17 -440	-96%	-$185K	﹤0.01%	625
2022 Q4	$6K	Buy	457 +443	+3,164%	+$146K	﹤0.01%	638
2022 Q3	$4K	Buy	+14	New	+$4.08K	﹤0.01%	707
2022 Q1	–	Sell	-2	Closed	-$1K	–	1215
2021 Q4	$1K	Buy	+2	New	+$713	﹤0.01%	760

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return