GeoWealth Management’s United Rentals URI Stock Holding History

GeoWealth 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	-287	Closed	-$232K	–	903
2025 Q4	$232K	Buy	287 +54	+23%	+$46.9K	0.01%	636
2025 Q3	$222K	Sell	233 -47	-17%	-$41.9K	0.01%	667
2025 Q2	$211K	Sell	280 -92	-25%	-$61.5K	0.01%	643
2025 Q1	$233K	Buy	372 +4	+1%	+$2.75K	0.01%	614
2024 Q4	$259K	Sell	368 -58	-14%	-$47.1K	0.01%	668
2024 Q3	$345K	Sell	426 -27	-6%	-$19.4K	0.01%	565
2024 Q2	$293K	Sell	453 -112	-20%	-$74.4K	0.01%	588
2024 Q1	$407K	Buy	565 +249	+79%	+$160K	0.02%	491
2023 Q4	$181K	Buy	316 +151	+92%	+$71.2K	0.02%	518
2023 Q3	$74K	Sell	165 -304	-65%	-$139K	0.01%	363
2023 Q2	$209K	Buy	469 +333	+245%	+$123K	0.02%	242
2023 Q1	$54K	Buy	+136	New	+$57.1K	0.01%	285

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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 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