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Capital Investment Advisors’s United Rentals URI Stock Holding History

Capital Investment Advisors’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 		$244K Buy
335
+68
+25% +$57.1K ﹤0.01% 662
2025
Q4 		$216K Buy
267
+6
+2% +$5.21K ﹤0.01% 684
2025
Q3 		$249K Buy
+261
New +$233K ﹤0.01% 640

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
VPM
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
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

Capital Investment Advisors's URI Position: Q1 2026 in Review

Capital Investment Advisors increased its United Rentals (URI) stake by 25% in Q1 2026, buying an estimated $57.1K and bringing the position to 335 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Capital Investment Advisors first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Capital Investment Advisors held 335 shares of United Rentals worth $244K as of Q1 2026.
  • Capital Investment Advisors bought 68 United Rentals shares in Q1 2026, an estimated $57.1K.
  • United Rentals made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #662 holding.
  • Capital Investment Advisors first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • Capital Investment Advisors's United Rentals position peaked at $249K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.