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 Q2	$1.7M	Hold	1,500	–	–	0.13%	84
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

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

Cardiff Park Advisors's URI Position: Q2 2026 in Review

Cardiff Park Advisors held its United Rentals (URI) position steady in Q2 2026 at 1,500 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #84.

Cardiff Park Advisors first reported a position in URI in Q4 2021 and has held it in 19 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Cardiff Park Advisors held 1,500 shares of United Rentals worth $1.7M as of Q2 2026.
Cardiff Park Advisors left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.13% of Cardiff Park Advisors's portfolio in Q2 2026, its #84 holding.
Cardiff Park Advisors first reported a position in United Rentals in Q4 2021 and has held it in 19 quarters since.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.