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Cottonwood Capital Advisors’s United Rentals URI Stock Holding History

Cottonwood Capital 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
2025
Q3 		– Sell
-308
Closed -$232K – 129
2025
Q2 		$232K Buy
+308
New +$206K 0.16% 113
2025
Q1 		– Sell
-355
Closed -$250K – 135
2024
Q4 		$250K Buy
+355
New +$289K 0.18% 105

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cottonwood Capital Advisors's URI Position: Q3 2025 in Review

Cottonwood Capital Advisors sold out of United Rentals (URI) in Q3 2025, closing a stake of 308 shares — an estimated $232K sold.

Cottonwood Capital Advisors first reported a position in URI in Q4 2024 and held it in 2 quarters. The position peaked at $250K in Q4 2024. 1,451 funds tracked by Wall St. Rank hold URI as of Q3 2025.

  • Cottonwood Capital Advisors reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 308 United Rentals shares in Q3 2025, an estimated $232K.
  • Cottonwood Capital Advisors first reported a position in United Rentals in Q4 2024 and held it in 2 quarters.
  • Cottonwood Capital Advisors's United Rentals position peaked at $250K in Q4 2024.
  • 1,451 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.