Financial Gravity Asset Management’s United Rentals URI Stock Holding History

Financial Gravity Asset 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	$10.9K	Buy	+15	New	+$12.6K	﹤0.01%	554
2024 Q2	–	Sell	-1	Closed	-$595	–	1773
2024 Q1	$595	Buy	+1	New	+$642	﹤0.01%	803
2023 Q4	–	Hold	0	–	–	–	887
2021 Q3	$351K	Hold	1	–	–	0.17%	108
2021 Q2	$319K	Buy	+1	New	+$323	0.11%	120
2020 Q4	$1K	Buy	+4	New	+$845	﹤0.01%	455
2019 Q4	–	Sell	-1	Closed	–	–	1704
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1567
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1678
2019 Q1	$0	Buy	+1	New	+$123	﹤0.01%	1555
2018 Q3	$17K	Sell	158 -116	-42%	-$18.1K	0.02%	496
2018 Q2	$41K	Buy	274 +2	+0.7%	+$327	0.04%	376
2018 Q1	$41K	Buy	+272	New	+$48.3K	0.04%	362

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Gravity Asset Management's URI Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in United Rentals (URI) in Q1 2026: 15 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in URI as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in URI in Q1 2018 and has held it in 11 quarters since. The position peaked at $351K in Q3 2021. 1,463 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Financial Gravity Asset Management held 15 shares of United Rentals worth $10.9K as of Q1 2026.
United Rentals was a new Financial Gravity Asset Management position in Q1 2026.
United Rentals made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #554 holding.
Financial Gravity Asset Management first reported a position in United Rentals in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's United Rentals position peaked at $351K in Q3 2021.
1,463 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.