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 Q2	$470K	Hold	415	–	–	0.05%	190
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 $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

Capital Advisors Ltd's URI Position: Q2 2026 in Review

Capital Advisors Ltd held its United Rentals (URI) position steady in Q2 2026 at 415 shares worth $470K. The position accounts for 0.05% of the portfolio, ranked #190.

Capital Advisors Ltd first reported a position in URI in Q4 2021 and has held it in 17 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Capital Advisors Ltd held 415 shares of United Rentals worth $470K as of Q2 2026.
Capital Advisors Ltd left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.05% of Capital Advisors Ltd's portfolio in Q2 2026, its #190 holding.
Capital Advisors Ltd first reported a position in United Rentals in Q4 2021 and has held it in 17 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.