Dynamic Advisor Solutions’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
$1.19M Buy
1,053
+62
+6% +$59K 0.03% 444
2026
Q1
$722K Sell
991
-1
-0.1% -$840 0.02% 544
2025
Q4
$803K Sell
992
-30
-3% -$26K 0.03% 507
2025
Q3
$976K Sell
1,022
-12
-1% -$10.7K 0.03% 472
2025
Q2
$779K Buy
1,034
+74
+8% +$49.5K 0.02% 506
2025
Q1
$602K Buy
+960
New +$660K 0.02% 540
2024
Q4
Sell
-825
Closed -$668K 866
2024
Q3
$668K Buy
825
+158
+24% +$114K 0.02% 554
2024
Q2
$431K Buy
667
+11
+2% +$7.31K 0.01% 660
2024
Q1
$473K Buy
656
+171
+35% +$110K 0.02% 618
2023
Q4
$263K Sell
485
-3
-0.6% -$1.42K 0.01% 760
2023
Q3
$217K Buy
+488
New +$223K 0.01% 759

Other funds holding URI

Dynamic Advisor Solutions's URI Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its United Rentals (URI) stake by 6.3% in Q2 2026, buying an estimated $59K and bringing the position to 1,053 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #444.

Dynamic Advisor Solutions first reported a position in URI in Q3 2023 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Dynamic Advisor Solutions held 1,053 shares of United Rentals worth $1.19M as of Q2 2026.
  • Dynamic Advisor Solutions bought 62 United Rentals shares in Q2 2026, an estimated $59K.
  • United Rentals made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #444 holding.
  • Dynamic Advisor Solutions first reported a position in United Rentals in Q3 2023 and has held it in 11 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.