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Finivi Inc’s United Rentals URI Stock Holding History

Finivi Inc’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 		$799K Buy
706
+17
+2% +$16.2K 0.41% 59
2026
Q1 		$502K Buy
689
+23
+3% +$19.3K 0.27% 68
2025
Q4 		$539K Buy
666
+8
+1% +$6.94K 0.31% 67
2025
Q3 		$628K Sell
658
-1,661
-72% -$1.48M 0.4% 60
2025
Q2 		$1.75M Buy
2,319
+33
+1% +$22.1K 1.18% 26
2025
Q1 		$1.43M Buy
2,286
+117
+5% +$80.4K 1.15% 28
2024
Q4 		$1.53M Buy
2,169
+132
+6% +$107K 1.22% 26
2024
Q3 		$1.65M Buy
2,037
+2
+0.1% +$1.44K 1.34% 27
2024
Q2 		$1.32M Buy
2,035
+28
+1% +$18.6K 1.09% 30
2024
Q1 		$1.45M Buy
2,007
+59
+3% +$37.9K 1.31% 27
2023
Q4 		$1.12M Buy
+1,948
New +$919K 1.09% 32

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

Finivi Inc's URI Position: Q2 2026 in Review

Finivi Inc increased its United Rentals (URI) stake by 2.5% in Q2 2026, buying an estimated $16.2K and bringing the position to 706 shares worth $799K. The position accounts for 0.41% of the portfolio, ranked #59.

Finivi Inc first reported a position in URI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q2 2025. 1,553 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Finivi Inc held 706 shares of United Rentals worth $799K as of Q2 2026.
  • Finivi Inc bought 17 United Rentals shares in Q2 2026, an estimated $16.2K.
  • United Rentals made up 0.41% of Finivi Inc's portfolio in Q2 2026, its #59 holding.
  • Finivi Inc first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • Finivi Inc's United Rentals position peaked at $1.75M in Q2 2025.
  • 1,553 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.