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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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

Concurrent Investment Advisors's URI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its United Rentals (URI) stake by 39% in Q1 2026, buying an estimated $4.44M and bringing the position to 18,986 shares worth $13.8M. The position accounts for 0.15% of the portfolio, ranked #146.

Concurrent Investment Advisors first reported a position in URI in Q4 2023 and has held it in 10 quarters since. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Concurrent Investment Advisors held 18,986 shares of United Rentals worth $13.8M as of Q1 2026.
  • Concurrent Investment Advisors bought 5,281 United Rentals shares in Q1 2026, an estimated $4.44M.
  • United Rentals made up 0.15% of Concurrent Investment Advisors's portfolio in Q1 2026, its #146 holding.
  • Concurrent Investment Advisors first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.