Forum Financial Management’s United Rentals URI Stock Holding History

Forum Financial 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	–	Sell	-895	Closed	-$724K	–	964
2025 Q4	$724K	Buy	895 +8	+0.9%	+$6.94K	0.01%	331
2025 Q3	$847K	Buy	887 +77	+10%	+$68.6K	0.01%	277
2025 Q2	$610K	Buy	810 +39	+5%	+$26.1K	0.01%	345
2025 Q1	$483K	Buy	771 +22	+3%	+$15.1K	0.01%	389
2024 Q4	$528K	Buy	749 +14	+2%	+$11.4K	0.01%	363
2024 Q3	$595K	Buy	735 +2	+0.3%	+$1.44K	0.01%	281
2024 Q2	$474K	Buy	733 +8	+1%	+$5.32K	0.01%	322
2024 Q1	$523K	Hold	725	–	–	0.01%	311
2023 Q4	$416K	Hold	725	–	–	0.01%	350
2023 Q3	$322K	Hold	725	–	–	0.01%	403
2023 Q2	$323K	Buy	725 +4	+0.6%	+$1.48K	0.01%	410
2023 Q1	$285K	Hold	721	–	–	0.01%	419
2022 Q4	$256K	Buy	+721	New	+$237K	0.01%	443
2022 Q2	–	Sell	-636	Closed	-$225K	–	656
2022 Q1	$225K	Hold	636	–	–	0.01%	518
2021 Q4	$211K	Buy	+636	New	+$227K	0.01%	595

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 $3.38T AUM 44.17% 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

Forum Financial Management's URI Position: Q1 2026 in Review

Forum Financial Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 895 shares — an estimated $724K sold.

Forum Financial Management first reported a position in URI in Q4 2021 and held it in 15 quarters. The position peaked at $847K in Q3 2025. 1,464 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Forum Financial Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 895 United Rentals shares in Q1 2026, an estimated $724K.
Forum Financial Management first reported a position in United Rentals in Q4 2021 and held it in 15 quarters.
Forum Financial Management's United Rentals position peaked at $847K in Q3 2025.
1,464 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.