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CBIZ Investment Advisory Services’s United Rentals URI Stock Holding History

CBIZ Investment Advisory Services’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 		$2.19K Sell
3
-4
-57% -$3.36K ﹤0.01% 331
2025
Q4 		$5.67K Hold
7
– – ﹤0.01% 483
2025
Q3 		$6.68K Buy
7
+1
+17% +$891 ﹤0.01% 405
2025
Q2 		$4.52K Buy
6
+3
+100% +$2.01K ﹤0.01% 443
2025
Q1 		$1.88K Buy
+3
New +$2.06K ﹤0.01% 484

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

CBIZ Investment Advisory Services's URI Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its United Rentals (URI) stake by 57% in Q1 2026, selling an estimated $3.36K and leaving 3 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

CBIZ Investment Advisory Services first reported a position in URI in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.68K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • CBIZ Investment Advisory Services held 3 shares of United Rentals worth $2.19K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 4 United Rentals shares in Q1 2026, an estimated $3.36K.
  • United Rentals made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #331 holding.
  • CBIZ Investment Advisory Services first reported a position in United Rentals in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's United Rentals position peaked at $6.68K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.