EWA
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EP Wealth Advisors’s United Rentals URI Stock Holding History

EP Wealth Advisors’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 		$13.3M Sell
18,230
-114
-0.6% -$95.8K 0.07% 182
2025
Q4 		$14.8M Buy
+18,344
New +$15.9M 0.08% 162
2025
Q2 		$14.1M Buy
18,775
+17,000
+958% +$11.4M 0.09% 152
2025
Q1 		$1.11M Buy
1,775
+154
+10% +$106K 0.01% 476
2024
Q4 		$1.14M Sell
1,621
-76
-4% -$61.8K 0.01% 466
2024
Q3 		$1.37M Buy
1,697
+254
+18% +$183K 0.01% 428
2024
Q2 		$934K Buy
1,443
+7
+0.5% +$4.65K 0.01% 403
2024
Q1 		$1.04M Sell
1,436
-73
-5% -$46.8K 0.01% 370
2023
Q4 		$865K Buy
1,509
+4
+0.3% +$1.89K 0.01% 391
2023
Q3 		$669K Sell
1,505
-117,846
-99% -$53.9M 0.01% 403
2023
Q2 		$690K Buy
119,351
+99,717
+508% +$37M 0.01% 399
2023
Q1 		$3.81M Buy
19,634
+18,869
+2,467% +$7.93M 0.07% 161
2022
Q4 		$272K Buy
+765
New +$251K ﹤0.01% 486

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
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