CFS
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Commonwealth Financial Services’s United Rentals URI Stock Holding History

Commonwealth Financial 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 		$244K Hold
335
– – 0.04% 219
2025
Q4 		$271K Buy
335
+3
+0.9% +$2.6K 0.04% 182
2025
Q3 		$317K Sell
332
-2
-0.6% -$1.78K 0.05% 163
2025
Q2 		$252K Buy
334
+8
+2% +$5.35K 0.05% 177
2025
Q1 		$204K Buy
326
+5
+2% +$3.44K 0.04% 192
2024
Q4 		$226K Buy
321
+1
+0.3% +$813 0.04% 178
2024
Q3 		$258K Buy
320
+3
+0.9% +$2.16K 0.05% 167
2024
Q2 		$202K Buy
+317
New +$211K 0.04% 186

Other funds holding URI

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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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