Empirical Wealth Management’s United Rentals URI Stock Holding History

Empirical 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	–	Sell	-318	Closed	-$257K	–	1044
2025 Q4	$257K	Buy	+318	New	+$276K	﹤0.01%	752
2025 Q1	–	Sell	-541	Closed	-$381K	–	717
2024 Q4	$381K	Buy	541 +214	+65%	+$174K	0.01%	449
2024 Q3	$265K	Buy	+327	New	+$235K	0.01%	487
2024 Q2	–	Sell	-339	Closed	-$244K	–	585
2024 Q1	$244K	Sell	339 -276	-45%	-$177K	0.01%	472
2023 Q4	$353K	Buy	615 +59	+11%	+$27.8K	0.01%	372
2023 Q3	$247K	Sell	556 -82	-13%	-$37.5K	0.01%	408
2023 Q2	$284K	Sell	638 -68	-10%	-$25.2K	0.01%	377
2023 Q1	$279K	Buy	+706	New	+$297K	0.01%	399
2022 Q1	–	Sell	-909	Closed	-$302K	–	546
2021 Q4	$302K	Hold	909	–	–	0.02%	420
2021 Q3	$319K	Hold	909	–	–	0.02%	368
2021 Q2	$290K	Sell	909 -84	-8%	-$27.1K	0.02%	376
2021 Q1	$327K	Buy	+993	New	+$281K	0.03%	311

Other funds holding URI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Empirical Wealth Management's URI Position: Q1 2026 in Review

Empirical Wealth Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 318 shares — an estimated $257K sold.

Empirical Wealth Management first reported a position in URI in Q1 2021 and held it in 12 quarters. The position peaked at $381K in Q4 2024. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Empirical Wealth Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
Empirical Wealth Management sold 318 United Rentals shares in Q1 2026, an estimated $257K.
Empirical Wealth Management first reported a position in United Rentals in Q1 2021 and held it in 12 quarters.
Empirical Wealth Management's United Rentals position peaked at $381K in Q4 2024.
1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.