Chas P. Smith & Associates (CPS)’s United Rentals URI Stock Holding History

Chas P. Smith & Associates (CPS)’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
2025 Q3	–	Sell	-400	Closed	-$301K	–	167
2025 Q2	$301K	Hold	400	–	–	0.02%	135
2025 Q1	$251K	Hold	400	–	–	0.01%	145
2024 Q4	$282K	Hold	400	–	–	0.02%	133
2024 Q3	$324K	Sell	400 -56	-12%	-$40.3K	0.02%	125
2024 Q2	$295K	Hold	456	–	–	0.02%	124
2024 Q1	$329K	Hold	456	–	–	0.02%	118
2023 Q4	$261K	Hold	456	–	–	0.02%	116
2023 Q3	$203K	Hold	456	–	–	0.01%	112
2023 Q2	$203K	Buy	+456	New	+$169K	0.01%	121

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s URI Position: Q3 2025 in Review

Chas P. Smith & Associates (CPS) sold out of United Rentals (URI) in Q3 2025, closing a stake of 400 shares — an estimated $301K sold.

Chas P. Smith & Associates (CPS) first reported a position in URI in Q2 2023 and held it in 9 quarters. The position peaked at $329K in Q1 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q3 2025.

Chas P. Smith & Associates (CPS) reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
Chas P. Smith & Associates (CPS) sold 400 United Rentals shares in Q3 2025, an estimated $301K.
Chas P. Smith & Associates (CPS) first reported a position in United Rentals in Q2 2023 and held it in 9 quarters.
Chas P. Smith & Associates (CPS)'s United Rentals position peaked at $329K in Q1 2024.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q3 2025, filed 12 Nov 2025.