Diversify Advisory Services’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.93M Buy
1,713
+207
+14% +$197K 0.03% 429
2026
Q1
$1.43M Sell
1,506
-114
-7% -$95.8K 0.22% 47
2025
Q4
$1.49M Buy
1,620
+41
+3% +$35.6K 0.05% 273
2025
Q3
$1.35M Sell
1,579
-75
-5% -$66.8K 0.05% 289
2025
Q2
$1.52M Buy
1,654
+1,277
+339% +$854K 0.06% 234
2025
Q1
$238K Sell
377
-67
-15% -$46.1K 0.01% 568
2024
Q4
$298K Buy
+444
New +$361K 0.02% 486

Other funds holding URI

Diversify Advisory Services's URI Position: Q2 2026 in Review

Diversify Advisory Services increased its United Rentals (URI) stake by 14% in Q2 2026, buying an estimated $197K and bringing the position to 1,713 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #429.

Diversify Advisory Services first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Diversify Advisory Services held 1,713 shares of United Rentals worth $1.93M as of Q2 2026.
  • Diversify Advisory Services bought 207 United Rentals shares in Q2 2026, an estimated $197K.
  • United Rentals made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #429 holding.
  • Diversify Advisory Services first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.