Great Point Wealth Advisors’s United Rentals URI Stock Holding History

Great Point 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	–	Sell	-585	Closed	-$473K	–	66
2025 Q4	$473K	Sell	585 -119	-17%	-$103K	0.09%	46
2025 Q3	$672K	Buy	+704	New	+$627K	0.13%	42
2025 Q1	$872K	Sell	1,392 -356	-20%	-$245K	0.19%	39
2024 Q4	$1.23M	Sell	1,748 -720	-29%	-$585K	0.27%	40
2024 Q3	$2M	Sell	2,468 -279	-10%	-$201K	0.43%	34
2024 Q2	$1.78M	Sell	2,747 -375	-12%	-$249K	0.41%	35
2024 Q1	$2.25M	Hold	3,122	–	–	0.52%	33
2023 Q4	$1.79M	Sell	3,122 -35	-1%	-$16.5K	0.47%	38
2023 Q3	$1.4M	Sell	3,157 -1	-0%	-$458	0.42%	38
2023 Q2	$1.41M	Buy	3,158 +9	+0.3%	+$3.33K	0.42%	40
2023 Q1	$1.25M	Sell	3,149 -7	-0.2%	-$2.94K	0.39%	40
2022 Q4	$1.12M	Sell	3,156 -13	-0.4%	-$4.27K	0.38%	41
2022 Q3	$856K	Sell	3,169 -4	-0.1%	-$1.16K	0.32%	40
2022 Q2	$771K	Hold	3,173	–	–	0.27%	39
2022 Q1	$1.13M	Buy	+3,173	New	+$1.04M	0.35%	30

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Great Point Wealth Advisors's URI Position: Q1 2026 in Review

Great Point Wealth Advisors sold out of United Rentals (URI) in Q1 2026, closing a stake of 585 shares — an estimated $473K sold.

Great Point Wealth Advisors first reported a position in URI in Q1 2022 and held it in 15 quarters. The position peaked at $2.25M in Q1 2024. 1,462 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Great Point Wealth Advisors reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
Great Point Wealth Advisors sold 585 United Rentals shares in Q1 2026, an estimated $473K.
Great Point Wealth Advisors first reported a position in United Rentals in Q1 2022 and held it in 15 quarters.
Great Point Wealth Advisors's United Rentals position peaked at $2.25M in Q1 2024.
1,462 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.