Crewe Advisors’s United Rentals URI Stock Holding History

Crewe 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	$65.7K	Buy	+58	New	+$55.2K	﹤0.01%	398
2024 Q3	–	Sell	-76	Closed	-$49.2K	–	983
2024 Q2	$49.2K	Buy	76 +39	+105%	+$25.9K	0.01%	372
2024 Q1	$26.7K	Buy	+37	New	+$23.7K	﹤0.01%	456
2023 Q4	–	Sell	-1	Closed	-$445	–	687
2023 Q3	$445	Hold	1	–	–	﹤0.01%	394
2023 Q2	$446	Buy	+1	New	+$371	﹤0.01%	639
2023 Q1	–	Sell	-21	Closed	-$7.46K	–	1027
2022 Q4	$7.46K	Sell	21 -29	-58%	-$9.53K	﹤0.01%	602
2022 Q3	$14K	Buy	50 +6	+14%	+$1.75K	﹤0.01%	574
2022 Q2	$11K	Buy	+44	New	+$12.9K	﹤0.01%	580
2021 Q3	–	Sell	-5	Closed	-$2K	–	466
2021 Q2	$2K	Sell	5 -21	-81%	-$6.78K	﹤0.01%	416
2021 Q1	$9K	Hold	26	–	–	﹤0.01%	307
2020 Q4	$6K	Sell	26 -14	-35%	-$2.96K	﹤0.01%	346
2020 Q3	$7K	Buy	+40	New	+$6.72K	﹤0.01%	307

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's URI Position: Q2 2026 in Review

Crewe Advisors opened a new position in United Rentals (URI) in Q2 2026: 58 shares worth $65.7K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in URI as recently as Q2 2024.

Crewe Advisors first reported a position in URI in Q3 2020 and has held it in 12 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Crewe Advisors held 58 shares of United Rentals worth $65.7K as of Q2 2026.
United Rentals was a new Crewe Advisors position in Q2 2026.
United Rentals made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #398 holding.
Crewe Advisors first reported a position in United Rentals in Q3 2020 and has held it in 12 quarters since.
1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.