Great Valley Advisor Group’s United Rentals URI Stock Holding History

Great Valley Advisor Group’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 Q2	$426K	Sell	376 -9	-2%	-$8.56K	0.01%	763
2026 Q1	$281K	Sell	385 -39	-9%	-$32.8K	0.01%	845
2025 Q4	$344K	Sell	424 -13	-3%	-$11.3K	0.01%	744
2025 Q3	$417K	Buy	437 +50	+13%	+$44.6K	0.01%	673
2025 Q2	$292K	Buy	387 +11	+3%	+$7.36K	0.01%	746
2025 Q1	$236K	Sell	376 -144	-28%	-$99K	0.01%	790
2024 Q4	$367K	Buy	520 +128	+33%	+$104K	0.01%	645
2024 Q3	$318K	Buy	392 +74	+23%	+$53.2K	0.01%	676
2024 Q2	$206K	Buy	+318	New	+$211K	0.01%	741

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Great Valley Advisor Group's URI Position: Q2 2026 in Review

Great Valley Advisor Group reduced its United Rentals (URI) stake by 2.3% in Q2 2026, selling an estimated $8.56K and leaving 376 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #763.

Great Valley Advisor Group first reported a position in URI in Q2 2024 and has held it in 9 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Great Valley Advisor Group held 376 shares of United Rentals worth $426K as of Q2 2026.
Great Valley Advisor Group sold 9 United Rentals shares in Q2 2026, an estimated $8.56K.
United Rentals made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #763 holding.
Great Valley Advisor Group first reported a position in United Rentals in Q2 2024 and has held it in 9 quarters since.
1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.