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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
Q2 		$2.19K Hold
3
– – ﹤0.01% 331
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

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBIZ Investment Advisory Services's URI Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its United Rentals (URI) position steady in Q2 2026 at 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 6 quarters since. The position peaked at $6.68K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • CBIZ Investment Advisory Services held 3 shares of United Rentals worth $2.19K as of Q2 2026.
  • CBIZ Investment Advisory Services left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #331 holding.
  • CBIZ Investment Advisory Services first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's United Rentals position peaked at $6.68K in Q3 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.