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Copley Financial Group’s United Rentals URI Stock Holding History

Copley Financial Group’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
Q4 		– Sell
-232
Closed -$221K – 133
2025
Q3 		$221K Buy
+232
New +$207K 0.15% 97
2024
Q4 		– Sell
-256
Closed -$207K – 209
2024
Q3 		$207K Buy
+256
New +$184K 0.19% 95

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Copley Financial Group's URI Position: Q4 2025 in Review

Copley Financial Group sold out of United Rentals (URI) in Q4 2025, closing a stake of 232 shares — an estimated $221K sold.

Copley Financial Group first reported a position in URI in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2025. 1,530 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Copley Financial Group reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Copley Financial Group sold 232 United Rentals shares in Q4 2025, an estimated $221K.
  • Copley Financial Group first reported a position in United Rentals in Q3 2024 and held it in 2 quarters.
  • Copley Financial Group's United Rentals position peaked at $221K in Q3 2025.
  • 1,530 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Copley Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.