Gerber Kawasaki Wealth & Investment Management’s United Rentals URI Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$474K	Sell	651 -1	-0.2%	-$840	0.02%	225
2025 Q4	$528K	Sell	652 -1	-0.2%	-$868	0.02%	210
2025 Q3	$623K	Buy	653 +3	+0.5%	+$2.67K	0.02%	194
2025 Q2	$490K	Buy	650 +41	+7%	+$27.4K	0.02%	205
2025 Q1	$382K	Sell	609 -30	-5%	-$20.6K	0.02%	214
2024 Q4	$450K	Sell	639 -11	-2%	-$8.94K	0.02%	196
2024 Q3	$526K	Buy	650 +1	+0.2%	+$719	0.02%	180
2024 Q2	$420K	Buy	649 +2	+0.3%	+$1.33K	0.02%	187
2024 Q1	$467K	Buy	647 +1	+0.2%	+$642	0.03%	180
2023 Q4	$370K	Buy	646 +2	+0.3%	+$943	0.02%	187
2023 Q3	$286K	Hold	644	–	–	0.02%	200
2023 Q2	$287K	Hold	644	–	–	0.02%	203
2023 Q1	$255K	Hold	644	–	–	0.02%	212
2022 Q4	$229K	Buy	+644	New	+$212K	0.02%	220
2022 Q2	–	Sell	-644	Closed	-$228K	–	271
2022 Q1	$228K	Sell	644 -1	-0.2%	-$327	0.02%	234
2021 Q4	$214K	Buy	645 +1	+0.2%	+$357	0.02%	252
2021 Q3	$225K	Sell	644 -6	-0.9%	-$2.01K	0.03%	170
2021 Q2	$207K	Buy	650 +10	+2%	+$3.23K	0.02%	234
2021 Q1	$210K	Buy	+640	New	+$181K	0.03%	202

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's URI Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its United Rentals (URI) stake by 0.15% in Q1 2026, selling an estimated $840 and leaving 651 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #225.

Gerber Kawasaki Wealth & Investment Management first reported a position in URI in Q1 2021 and has held it in 19 quarters since. The position peaked at $623K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 651 shares of United Rentals worth $474K as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management sold 1 United Rentals share in Q1 2026, an estimated $840.
United Rentals made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #225 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in United Rentals in Q1 2021 and has held it in 19 quarters since.
Gerber Kawasaki Wealth & Investment Management's United Rentals position peaked at $623K in Q3 2025.
1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.