Capital Asset Advisory Services’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$539K Sell
476
-50
-10% -$47.6K 0.02% 196
2026
Q1
$427K Buy
+526
New +$442K 0.02% 201
2025
Q3
– Sell
-264
Closed -$205K – 293
2025
Q2
$205K Buy
+264
New +$177K 0.01% 263
2024
Q4
– Sell
-291
Closed -$233K – 330
2024
Q3
$233K Buy
+291
New +$209K 0.01% 291
2024
Q2
– Sell
-295
Closed -$209K – 327
2024
Q1
$209K Buy
+295
New +$189K 0.01% 305
2023
Q3
– Sell
-467
Closed -$208K – 343
2023
Q2
$208K Buy
+467
New +$173K 0.01% 317
2023
Q1
– Sell
-552
Closed -$202K – 380
2022
Q4
$202K Buy
+552
New +$181K 0.02% 355
2021
Q1
– Sell
-69
Closed -$16K – 1465
2020
Q4
$16K Buy
+69
New +$14.6K ﹤0.01% 950

Other funds holding URI

Capital Asset Advisory Services's URI Position: Q2 2026 in Review

Capital Asset Advisory Services reduced its United Rentals (URI) stake by 9.5% in Q2 2026, selling an estimated $47.6K and leaving 476 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #196.

Capital Asset Advisory Services first reported a position in URI in Q4 2020 and has held it in 8 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Capital Asset Advisory Services held 476 shares of United Rentals worth $539K as of Q2 2026.
  • Capital Asset Advisory Services sold 50 United Rentals shares in Q2 2026, an estimated $47.6K.
  • United Rentals made up 0.02% of Capital Asset Advisory Services's portfolio in Q2 2026, its #196 holding.
  • Capital Asset Advisory Services first reported a position in United Rentals in Q4 2020 and has held it in 8 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.