Drive Wealth Management’s United Rentals URI Stock Holding History

Drive Wealth Management’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	$222K	Sell	305 -3	-1%	-$2.52K	0.05%	325
2025 Q4	$249K	Buy	308 +5	+2%	+$4.34K	0.05%	301
2025 Q3	$289K	Buy	303 +4	+1%	+$3.56K	0.06%	239
2025 Q2	$225K	Buy	+299	New	+$200K	0.05%	292
2025 Q1	–	Sell	-316	Closed	-$223K	–	380
2024 Q4	$223K	Sell	316 -3	-0.9%	-$2.44K	0.05%	279
2024 Q3	$258K	Buy	319 +2	+0.6%	+$1.44K	0.07%	245
2024 Q2	$205K	Buy	317 +7	+2%	+$4.65K	0.06%	284
2024 Q1	$224K	Buy	+310	New	+$199K	0.06%	275

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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