Cardiff Park Advisors’s United Rentals URI Stock Holding History

Cardiff Park 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	$1.09M	Hold	1,500	–	–	0.09%	113
2025 Q4	$1.21M	Hold	1,500	–	–	0.1%	105
2025 Q3	$1.43M	Hold	1,500	–	–	0.11%	97
2025 Q2	$1.13M	Hold	1,500	–	–	0.1%	109
2025 Q1	$940K	Hold	1,500	–	–	0.09%	112
2024 Q4	$1.06M	Hold	1,500	–	–	0.1%	105
2024 Q3	$1.21M	Hold	1,500	–	–	0.11%	88
2024 Q2	$970K	Hold	1,500	–	–	0.09%	102
2024 Q1	$1.08M	Hold	1,500	–	–	0.1%	97
2023 Q4	$860K	Hold	1,500	–	–	0.1%	109
2023 Q3	$667K	Hold	1,500	–	–	0.08%	116
2023 Q2	$668K	Hold	1,500	–	–	0.08%	120
2023 Q1	$594K	Hold	1,500	–	–	0.08%	127
2022 Q4	$533K	Hold	1,500	–	–	0.07%	136
2022 Q3	$405K	Hold	1,500	–	–	0.06%	157
2022 Q2	$364K	Hold	1,500	–	–	0.06%	169
2022 Q1	$533K	Hold	1,500	–	–	0.08%	138
2021 Q4	$498K	Buy	+1,500	New	+$535K	0.07%	142

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Franklin Resources

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