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Fiduciary Alliance’s United Rentals URI Stock Holding History

Fiduciary Alliance’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
Q2 		$979K Hold
864
– – 0.07% 270
2026
Q1 		$661K Sell
864
-240
-22% -$202K 0.04% 328
2025
Q4 		$893K Sell
1,104
-5
-0.5% -$4.34K 0.06% 253
2025
Q3 		$1.06M Sell
1,109
-6
-0.5% -$5.35K 0.07% 229
2025
Q2 		$840K Sell
1,115
-250
-18% -$167K 0.06% 242
2025
Q1 		$855K Sell
1,365
-55
-4% -$37.8K 0.08% 186
2024
Q4 		$1M Buy
1,420
+941
+196% +$765K 0.1% 163
2024
Q3 		$388K Buy
+479
New +$345K 0.05% 178

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Fiduciary Alliance's URI Position: Q2 2026 in Review

Fiduciary Alliance held its United Rentals (URI) position steady in Q2 2026 at 864 shares worth $979K. The position accounts for 0.07% of the portfolio, ranked #270.

Fiduciary Alliance first reported a position in URI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Fiduciary Alliance held 864 shares of United Rentals worth $979K as of Q2 2026.
  • Fiduciary Alliance left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.07% of Fiduciary Alliance's portfolio in Q2 2026, its #270 holding.
  • Fiduciary Alliance first reported a position in United Rentals in Q3 2024 and has held it in 8 quarters since.
  • Fiduciary Alliance's United Rentals position peaked at $1.06M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.