Heritage Wealth Advisors’s United Rentals URI Stock Holding History

Heritage 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 Q3	$671K	Sell	670 -2	-0.3%	-$2.13K	0.02%	112
2026 Q2	$761K	Hold	672	–	–	0.03%	109
2026 Q1	$490K	Buy	672 +5	+0.7%	+$4.2K	0.02%	130
2025 Q4	$540K	Hold	667	–	–	0.02%	141
2025 Q3	$637K	Sell	667 -2	-0.3%	-$1.78K	0.03%	112
2025 Q2	$504K	Hold	669	–	–	0.02%	129
2025 Q1	$419K	Hold	669	–	–	0.02%	144
2024 Q4	$471K	Buy	669 +2	+0.3%	+$1.63K	0.02%	140
2024 Q3	$540K	Buy	667 +10	+2%	+$7.19K	0.03%	140
2024 Q2	$425K	Hold	657	–	–	0.02%	148
2024 Q1	$474K	Hold	657	–	–	0.02%	146
2023 Q4	$377K	Hold	657	–	–	0.02%	165
2023 Q3	$292K	Hold	657	–	–	0.02%	166
2023 Q2	$293K	Hold	657	–	–	0.02%	175
2023 Q1	$260K	Hold	657	–	–	0.01%	181
2022 Q4	$234K	Hold	657	–	–	0.01%	192
2022 Q3	$177K	Hold	657	–	–	0.01%	208
2022 Q2	$160K	Hold	657	–	–	0.01%	220
2022 Q1	$233K	Hold	657	–	–	0.01%	188
2021 Q4	$218K	Hold	657	–	–	0.01%	199
2021 Q3	$231K	Hold	657	–	–	0.01%	186
2021 Q2	$210K	Hold	657	–	–	0.01%	200
2021 Q1	$216K	Hold	657	–	–	0.01%	200
2020 Q4	$152K	Hold	657	–	–	0.01%	220
2020 Q3	$115K	Hold	657	–	–	0.01%	194
2020 Q2	$97.9K	Sell	657 -138	-17%	-$17.5K	0.01%	206
2020 Q1	$81.8K	Buy	795 +138	+21%	+$18.3K	0.01%	210
2019 Q4	$110K	Hold	657	–	–	0.01%	222
2019 Q3	$81K	Hold	657	–	–	0.01%	232
2019 Q2	$87.1K	Hold	657	–	–	0.01%	206
2019 Q1	$75.1K	Hold	657	–	–	0.01%	197
2018 Q4	$67K	Hold	657	–	–	0.01%	177
2018 Q3	$107K	Buy	+657	New	+$102K	0.02%	156

Other funds holding URI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Heritage Wealth Advisors's URI Position: Q3 2026 in Review

Heritage Wealth Advisors reduced its United Rentals (URI) stake by 0.3% in Q3 2026, selling an estimated $2.13K and leaving 670 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #112.

Heritage Wealth Advisors first reported a position in URI in Q3 2018 and has held it in 33 quarters since. The position peaked at $761K in Q2 2026. 1,183 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Heritage Wealth Advisors held 670 shares of United Rentals worth $671K as of Q3 2026.
Heritage Wealth Advisors sold 2 United Rentals shares in Q3 2026, an estimated $2.13K.
United Rentals made up 0.02% of Heritage Wealth Advisors's portfolio in Q3 2026, its #112 holding.
Heritage Wealth Advisors first reported a position in United Rentals in Q3 2018 and has held it in 33 quarters since.
Heritage Wealth Advisors's United Rentals position peaked at $761K in Q2 2026.
1,183 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.