DIA
URI icon

Dana Investment Advisors’s United Rentals URI Stock Holding History

Dana 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
Q2 		$2.55M Sell
2,249
-5
-0.2% -$4.76K 0.07% 291
2026
Q1 		$1.64M Sell
2,254
-2
-0.1% -$1.68K 0.05% 339
2025
Q4 		$1.83M Hold
2,256
– – 0.05% 317
2025
Q3 		$2.15M Hold
2,256
– – 0.06% 282
2025
Q2 		$1.7M Sell
2,256
-60
-3% -$40.1K 0.06% 311
2025
Q1 		$1.45M Sell
2,316
-155
-6% -$107K 0.05% 323
2024
Q4 		$1.74M Sell
2,471
-170
-6% -$138K 0.06% 315
2024
Q3 		$2.14M Sell
2,641
-5
-0.2% -$3.6K 0.07% 286
2024
Q2 		$1.71M Sell
2,646
-501
-16% -$333K 0.06% 310
2024
Q1 		$2.27M Sell
3,147
-75
-2% -$48.1K 0.08% 272
2023
Q4 		$1.85M Sell
3,222
-9
-0.3% -$4.25K 0.09% 163
2023
Q3 		$1.44M Sell
3,231
-206
-6% -$94.3K 0.07% 186
2023
Q2 		$1.53M Sell
3,437
-15
-0.4% -$5.56K 0.08% 187
2023
Q1 		$1.37M Sell
3,452
-9
-0.3% -$3.78K 0.07% 198
2022
Q4 		$1.23M Sell
3,461
-96
-3% -$31.5K 0.06% 204
2022
Q3 		$961K Sell
3,557
-40
-1% -$11.6K 0.05% 220
2022
Q2 		$874K Buy
+3,597
New +$1.06M 0.04% 244
2015
Q3 		– Sell
-28,263
Closed -$2.48M – 285
2015
Q2 		$2.48M Sell
28,263
-525
-2% -$50.3K 0.12% 124
2015
Q1 		$2.62M Sell
28,788
-2,548
-8% -$229K 0.13% 121
2014
Q4 		$3.2M Buy
31,336
+7,542
+32% +$808K 0.13% 112
2014
Q3 		$2.64M Buy
+23,794
New +$2.68M 0.15% 117

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

Dana Investment Advisors's URI Position: Q2 2026 in Review

Dana Investment Advisors reduced its United Rentals (URI) stake by 0.22% in Q2 2026, selling an estimated $4.76K and leaving 2,249 shares worth $2.55M. The position accounts for 0.07% of the portfolio, ranked #291.

Dana Investment Advisors first reported a position in URI in Q3 2014 and has held it in 21 quarters since. The position peaked at $3.2M in Q4 2014. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Dana Investment Advisors held 2,249 shares of United Rentals worth $2.55M as of Q2 2026.
  • Dana Investment Advisors sold 5 United Rentals shares in Q2 2026, an estimated $4.76K.
  • United Rentals made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #291 holding.
  • Dana Investment Advisors first reported a position in United Rentals in Q3 2014 and has held it in 21 quarters since.
  • Dana Investment Advisors's United Rentals position peaked at $3.2M in Q4 2014.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.