DT
URI icon

Diversified Trust’s United Rentals URI Stock Holding History

Diversified Trust’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
Q1 		$1.33M Buy
1,830
+8
+0.4% +$6.72K 0.02% 364
2025
Q4 		$1.47M Sell
1,822
-156
-8% -$135K 0.03% 330
2025
Q3 		$1.89M Buy
1,978
+33
+2% +$29.4K 0.04% 264
2025
Q2 		$1.47M Sell
1,945
-187
-9% -$125K 0.03% 294
2025
Q1 		$1.34M Sell
2,132
-108
-5% -$74.2K 0.03% 290
2024
Q4 		$1.58M Buy
2,240
+664
+42% +$540K 0.04% 276
2024
Q3 		$1.28M Sell
1,576
-6
-0.4% -$4.32K 0.03% 318
2024
Q2 		$1.02M Buy
1,582
+133
+9% +$88.4K 0.03% 323
2024
Q1 		$1.04M Buy
1,449
+106
+8% +$68K 0.03% 309
2023
Q4 		$770K Buy
1,343
+287
+27% +$135K 0.03% 365
2023
Q3 		$469K Buy
1,056
+1
+0.1% +$458 0.02% 485
2023
Q2 		$470K Buy
+1,055
New +$391K 0.02% 482

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return