GWANC
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Guardian Wealth Advisors (North Carolina)’s United Rentals URI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$653K Hold
577
– – 0.04% 199
2026
Q1 		$420K Buy
577
+35
+6% +$29.4K 0.03% 239
2025
Q4 		$438K Buy
542
+1
+0.2% +$868 0.03% 236
2025
Q3 		$516K Buy
541
+8
+2% +$7.13K 0.03% 204
2025
Q2 		$401K Sell
533
-12
-2% -$8.03K 0.03% 223
2025
Q1 		$341K Buy
545
+6
+1% +$4.13K 0.03% 232
2024
Q4 		$379K Buy
539
+5
+0.9% +$4.06K 0.03% 222
2024
Q3 		$432K Sell
534
-6
-1% -$4.32K 0.05% 179
2024
Q2 		$349K Sell
540
-1
-0.2% -$665 0.04% 188
2024
Q1 		$390K Buy
541
+14
+3% +$8.98K 0.05% 186
2023
Q4 		$302K Buy
527
+14
+3% +$6.6K 0.05% 192
2023
Q3 		$228K Buy
513
+11
+2% +$5.04K 0.04% 217
2023
Q2 		$224K Buy
+502
New +$186K 0.04% 209
2023
Q1 		– Sell
-605
Closed -$215K – 421
2022
Q4 		$215K Buy
+605
New +$199K 0.04% 188

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Guardian Wealth Advisors (North Carolina)'s URI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its United Rentals (URI) position steady in Q2 2026 at 577 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #199.

Guardian Wealth Advisors (North Carolina) first reported a position in URI in Q4 2022 and has held it in 14 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 577 shares of United Rentals worth $653K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #199 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in United Rentals in Q4 2022 and has held it in 14 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.