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Concurrent Investment Advisors’s United Rentals URI Stock Holding History

Concurrent Investment 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
Q2 		$20.7M Sell
18,299
-687
-4% -$654K 0.18% 120
2026
Q1 		$13.8M Buy
18,986
+5,281
+39% +$4.44M 0.15% 146
2025
Q4 		$11.1M Buy
13,705
+13,131
+2,288% +$11.4M 0.13% 170
2025
Q3 		$548K Buy
574
+40
+7% +$35.6K 0.01% 875
2025
Q2 		$402K Buy
534
+31
+6% +$20.7K 0.01% 936
2025
Q1 		$315K Buy
503
+54
+12% +$37.1K 0.01% 902
2024
Q4 		$316K Sell
449
-4
-0.9% -$3.25K 0.01% 807
2024
Q3 		$367K Buy
453
+14
+3% +$10.1K 0.01% 713
2024
Q2 		$284K Buy
439
+21
+5% +$14K 0.01% 754
2024
Q1 		$301K Buy
418
+15
+4% +$9.63K 0.01% 672
2023
Q4 		$231K Buy
+403
New +$190K 0.01% 728

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

Concurrent Investment Advisors's URI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its United Rentals (URI) stake by 3.6% in Q2 2026, selling an estimated $654K and leaving 18,299 shares worth $20.7M. The position accounts for 0.18% of the portfolio, ranked #120.

Concurrent Investment Advisors first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Concurrent Investment Advisors held 18,299 shares of United Rentals worth $20.7M as of Q2 2026.
  • Concurrent Investment Advisors sold 687 United Rentals shares in Q2 2026, an estimated $654K.
  • United Rentals made up 0.18% of Concurrent Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • Concurrent Investment Advisors first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.