CFO
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CVA Family Office’s United Rentals URI Stock Holding History

CVA Family Office’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 		$1.02M Buy
898
+15
+2% +$14.3K 0.09% 118
2026
Q1 		$643K Buy
883
+71
+9% +$59.6K 0.07% 163
2025
Q4 		$657K Sell
812
-6
-0.7% -$5.21K 0.08% 142
2025
Q3 		$781K Sell
818
-55
-6% -$49K 0.1% 121
2025
Q2 		$658K Buy
873
+28
+3% +$18.7K 0.09% 135
2025
Q1 		$530K Sell
845
-5
-0.6% -$3.44K 0.08% 157
2024
Q4 		$599K Buy
850
+6
+0.7% +$4.88K 0.09% 136
2024
Q3 		$683K Buy
844
+14
+2% +$10.1K 0.11% 124
2024
Q2 		$537K Buy
830
+1
+0.1% +$665 0.1% 132
2024
Q1 		$598K Buy
829
+1
+0.1% +$642 0.11% 123
2023
Q4 		$475K Sell
828
-30
-3% -$14.2K 0.09% 137
2023
Q3 		$381K Buy
858
+40
+5% +$18.3K 0.09% 141
2023
Q2 		$364K Sell
818
-10
-1% -$3.71K 0.08% 153
2023
Q1 		$328K Buy
828
+5
+0.6% +$2.1K 0.07% 154
2022
Q4 		$293K Hold
823
– – 0.07% 157
2022
Q3 		$222K Buy
823
+60
+8% +$17.5K 0.06% 161
2022
Q2 		$185K Sell
763
-100
-12% -$29.4K 0.05% 177
2022
Q1 		$307K Sell
863
-10
-1% -$3.27K 0.07% 141
2021
Q4 		$290K Buy
+873
New +$311K 0.07% 137
2021
Q3 		– Sell
-823
Closed -$263K – 858
2021
Q2 		$263K Buy
823
+803
+4,015% +$259K 0.07% 134
2021
Q1 		$7K Buy
+20
New +$5.66K ﹤0.01% 580

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 $3.37T AUM 44.26% 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

CVA Family Office's URI Position: Q2 2026 in Review

CVA Family Office increased its United Rentals (URI) stake by 1.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 898 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #118.

CVA Family Office first reported a position in URI in Q1 2021 and has held it in 21 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • CVA Family Office held 898 shares of United Rentals worth $1.02M as of Q2 2026.
  • CVA Family Office bought 15 United Rentals shares in Q2 2026, an estimated $14.3K.
  • United Rentals made up 0.09% of CVA Family Office's portfolio in Q2 2026, its #118 holding.
  • CVA Family Office first reported a position in United Rentals in Q1 2021 and has held it in 21 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.