Forvis Mazars Wealth Advisors
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Forvis Mazars Wealth Advisors’s United Rentals URI Stock Holding History

Forvis Mazars 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
Q3 		$4.35M Sell
4,345
-45
-1% -$48K 0.07% 108
2026
Q2 		$4.97M Sell
4,390
-26
-0.6% -$24.7K 0.08% 98
2026
Q1 		$3.22M Sell
4,416
-4
-0.1% -$3.36K 0.06% 117
2025
Q4 		$3.58M Sell
4,420
-260
-6% -$226K 0.07% 112
2025
Q3 		$4.47M Sell
4,680
-173
-4% -$154K 0.09% 98
2025
Q2 		$3.66M Sell
4,853
-10
-0.2% -$6.69K 0.08% 106
2025
Q1 		$3.05M Buy
4,863
+646
+15% +$444K 0.07% 118
2024
Q4 		$2.97M Sell
4,217
-302
-7% -$245K 0.07% 132
2024
Q3 		$3.66M Sell
4,519
-185
-4% -$133K 0.08% 118
2024
Q2 		$3.04M Buy
4,704
+113
+2% +$75.1K 0.08% 125
2024
Q1 		$3.31M Sell
4,591
-155
-3% -$99.5K 0.08% 119
2023
Q4 		$2.72M Sell
4,746
-157
-3% -$74.1K 0.08% 128
2023
Q3 		$2.18M Sell
4,903
-2,821
-37% -$1.29M 0.07% 145
2023
Q2 		$3.44M Buy
7,724
+3,945
+104% +$1.46M 0.1% 124
2023
Q1 		$1.5M Buy
3,779
+933
+33% +$392K 0.05% 171
2022
Q4 		$1.01M Buy
+2,846
New +$935K 0.04% 200

Other funds holding URI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Forvis Mazars Wealth Advisors's URI Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its United Rentals (URI) stake by 1% in Q3 2026, selling an estimated $48K and leaving 4,345 shares worth $4.35M. The position accounts for 0.07% of the portfolio, ranked #108.

Forvis Mazars Wealth Advisors first reported a position in URI in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.97M in Q2 2026. 864 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 4,345 shares of United Rentals worth $4.35M as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 45 United Rentals shares in Q3 2026, an estimated $48K.
  • United Rentals made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #108 holding.
  • Forvis Mazars Wealth Advisors first reported a position in United Rentals in Q4 2022 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's United Rentals position peaked at $4.97M in Q2 2026.
  • 864 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.