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
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: Q1 2026 in Review

Capital Asset Advisory Services opened a new position in United Rentals (URI) in Q1 2026: 526 shares worth $427K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in URI as recently as Q2 2025.

Capital Asset Advisory Services first reported a position in URI in Q4 2020 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Capital Asset Advisory Services held 526 shares of United Rentals worth $427K as of Q1 2026.
  • United Rentals was a new Capital Asset Advisory Services position in Q1 2026.
  • United Rentals made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #201 holding.
  • Capital Asset Advisory Services first reported a position in United Rentals in Q4 2020 and has held it in 7 quarters since.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.