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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Forvis Mazars Wealth Advisors's URI Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its United Rentals (URI) stake by 0.09% in Q1 2026, selling an estimated $3.36K and leaving 4,416 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #117.

Forvis Mazars Wealth Advisors first reported a position in URI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.47M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 4,416 shares of United Rentals worth $3.22M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 4 United Rentals shares in Q1 2026, an estimated $3.36K.
  • United Rentals made up 0.06% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #117 holding.
  • Forvis Mazars Wealth Advisors first reported a position in United Rentals in Q4 2022 and has held it in 14 quarters since.
  • Forvis Mazars Wealth Advisors's United Rentals position peaked at $4.47M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.