Claro Advisors’s United Rentals URI Stock Holding History

Claro 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 Q3	$431K	Buy	431 +16	+4%	+$17.1K	0.04%	324
2026 Q2	$470K	Buy	415 +1	+0.2%	+$951	0.05%	282
2026 Q1	$302K	Buy	414 +6	+1%	+$5.04K	0.04%	368
2025 Q4	$330K	Buy	408 +1	+0.2%	+$868	0.05%	315
2025 Q3	$389K	Hold	407	–	–	0.06%	267
2025 Q2	$307K	Sell	407 -36	-8%	-$24.1K	0.05%	288
2025 Q1	$278K	Sell	443 -12	-3%	-$8.25K	0.04%	406
2024 Q4	$321K	Sell	455 -19	-4%	-$15.4K	0.04%	343
2024 Q3	$384K	Hold	474	–	–	0.05%	318
2024 Q2	$307K	Buy	474 +29	+7%	+$19.3K	0.05%	322
2024 Q1	$321K	Buy	445 +3	+0.7%	+$1.92K	0.06%	310
2023 Q4	$253K	Buy	+442	New	+$208K	0.05%	322
2019 Q1	–	Sell	-8	Closed	-$1K	–	892
2018 Q4	$1K	Buy	+8	New	+$963	﹤0.01%	1074

Other funds holding URI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Claro Advisors's URI Position: Q3 2026 in Review

Claro Advisors increased its United Rentals (URI) stake by 3.9% in Q3 2026, buying an estimated $17.1K and bringing the position to 431 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #324.

Claro Advisors first reported a position in URI in Q4 2018 and has held it in 13 quarters since. The position peaked at $470K in Q2 2026. 864 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Claro Advisors held 431 shares of United Rentals worth $431K as of Q3 2026.
Claro Advisors bought 16 United Rentals shares in Q3 2026, an estimated $17.1K.
United Rentals made up 0.04% of Claro Advisors's portfolio in Q3 2026, its #324 holding.
Claro Advisors first reported a position in United Rentals in Q4 2018 and has held it in 13 quarters since.
Claro Advisors's United Rentals position peaked at $470K in Q2 2026.
864 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.