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Founders Financial Alliance’s United Rentals URI Stock Holding History

Founders Financial Alliance’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 		$226K Buy
+310
New +$260K 0.04% 361
2025
Q4 		– Sell
-263
Closed -$251K – 713
2025
Q3 		$251K Buy
+263
New +$234K 0.05% 326
2025
Q1 		– Sell
-284
Closed -$200K – 653
2024
Q4 		$200K Sell
284
-20
-7% -$16.3K 0.06% 279
2024
Q3 		$246K Buy
+304
New +$219K 0.07% 251
2024
Q2 		– Sell
-335
Closed -$242K – 581
2024
Q1 		$242K Buy
+335
New +$215K 0.07% 237
2020
Q4 		– Sell
-315
Closed -$58K – 1201
2020
Q3 		$58K Buy
+315
New +$53K 0.03% 353

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

Founders Financial Alliance's URI Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in United Rentals (URI) in Q1 2026: 310 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #361 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in URI as recently as Q3 2025.

Founders Financial Alliance first reported a position in URI in Q3 2020 and has held it in 6 quarters since. The position peaked at $251K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Founders Financial Alliance held 310 shares of United Rentals worth $226K as of Q1 2026.
  • United Rentals was a new Founders Financial Alliance position in Q1 2026.
  • United Rentals made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #361 holding.
  • Founders Financial Alliance first reported a position in United Rentals in Q3 2020 and has held it in 6 quarters since.
  • Founders Financial Alliance's United Rentals position peaked at $251K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.