Elm3 Financial Group’s United Rentals URI Stock Holding History

Elm3 Financial Group’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
2025 Q4	–	Sell	-227	Closed	-$217K	–	125
2025 Q3	$217K	Buy	+227	New	+$202K	0.18%	105

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elm3 Financial Group's URI Position: Q4 2025 in Review

Elm3 Financial Group sold out of United Rentals (URI) in Q4 2025, closing a stake of 227 shares — an estimated $217K sold.

Elm3 Financial Group first reported a position in URI in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 1,530 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Elm3 Financial Group reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Elm3 Financial Group sold 227 United Rentals shares in Q4 2025, an estimated $217K.
Elm3 Financial Group first reported a position in United Rentals in Q3 2025 and held it in 1 quarter.
Elm3 Financial Group's United Rentals position peaked at $217K in Q3 2025.
1,530 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Elm3 Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.