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Gladstone Institutional Advisory’s United Rentals URI Stock Holding History

Gladstone Institutional Advisory’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
-298
Closed -$241K – 891
2025
Q4 		$241K Buy
298
+20
+7% +$17.4K 0.01% 703
2025
Q3 		$265K Sell
278
-12
-4% -$10.7K 0.01% 686
2025
Q2 		$218K Sell
290
-126
-30% -$84.3K 0.01% 693
2025
Q1 		$261K Buy
+416
New +$286K 0.01% 619

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gladstone Institutional Advisory's URI Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of United Rentals (URI) in Q1 2026, closing a stake of 298 shares — an estimated $241K sold.

Gladstone Institutional Advisory first reported a position in URI in Q1 2025 and held it in 4 quarters. The position peaked at $265K in Q3 2025. 1,463 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 298 United Rentals shares in Q1 2026, an estimated $241K.
  • Gladstone Institutional Advisory first reported a position in United Rentals in Q1 2025 and held it in 4 quarters.
  • Gladstone Institutional Advisory's United Rentals position peaked at $265K in Q3 2025.
  • 1,463 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.