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Exencial Wealth Advisors’s United Rentals URI Stock Holding History

Exencial 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 		$248K Sell
340
-31
-8% -$26K 0.01% 516
2025
Q4 		$301K Buy
371
+37
+11% +$32.1K 0.01% 470
2025
Q3 		$319K Buy
334
+16
+5% +$14.3K 0.01% 446
2025
Q2 		$240K Buy
+318
New +$213K 0.01% 457
2025
Q1 		– Sell
-304
Closed -$214K – 522
2024
Q4 		$214K Buy
304
+1
+0.3% +$813 0.01% 484
2024
Q3 		$246K Sell
303
-532
-64% -$383K 0.01% 456
2024
Q2 		$540K Sell
835
-97
-10% -$64.5K 0.02% 339
2024
Q1 		$672K Sell
932
-272
-23% -$175K 0.03% 316
2023
Q4 		$691K Sell
1,204
-350
-23% -$165K 0.03% 301
2023
Q3 		$691K Sell
1,554
-352
-18% -$161K 0.03% 264
2023
Q2 		$849K Sell
1,906
-350
-16% -$130K 0.04% 244
2023
Q1 		$893K Sell
2,256
-207
-8% -$86.9K 0.05% 230
2022
Q4 		$875K Sell
2,463
-59
-2% -$19.4K 0.05% 229
2022
Q3 		$681K Sell
2,522
-31,318
-93% -$9.12M 0.04% 241
2022
Q2 		$8.22M Buy
33,840
+3,526
+12% +$1.04M 0.46% 68
2022
Q1 		$10.8M Buy
30,314
+1,073
+4% +$350K 0.54% 56
2021
Q4 		$9.72M Buy
29,241
+1,304
+5% +$465K 0.47% 63
2021
Q3 		$9.8M Sell
27,937
-1,672
-6% -$561K 0.43% 61
2021
Q2 		$9.45M Buy
29,609
+2,933
+11% +$947K 0.51% 57
2021
Q1 		$8.79M Sell
26,676
-14,574
-35% -$4.13M 0.52% 56
2020
Q4 		$9.57M Sell
41,250
-40,167
-49% -$8.49M 0.65% 38
2020
Q3 		$14.2M Buy
81,417
+43,954
+117% +$7.39M 0.75% 39
2020
Q2 		$5.58M Buy
+37,463
New +$4.75M 0.48% 63

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Exencial Wealth Advisors's URI Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its United Rentals (URI) stake by 8.4% in Q1 2026, selling an estimated $26K and leaving 340 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #516.

Exencial Wealth Advisors first reported a position in URI in Q2 2020 and has held it in 23 quarters since. The position peaked at $14.2M in Q3 2020. 1,462 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Exencial Wealth Advisors held 340 shares of United Rentals worth $248K as of Q1 2026.
  • Exencial Wealth Advisors sold 31 United Rentals shares in Q1 2026, an estimated $26K.
  • United Rentals made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #516 holding.
  • Exencial Wealth Advisors first reported a position in United Rentals in Q2 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's United Rentals position peaked at $14.2M in Q3 2020.
  • 1,462 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.