IWA
URI icon

Icon Wealth Advisors’s United Rentals URI Stock Holding History

Icon 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 		$1.07M Sell
1,122
-538
-32% -$452K 0.07% 163
2025
Q4 		$1.34M Sell
1,660
-31
-2% -$26.9K 0.09% 149
2025
Q3 		$1.61M Buy
1,691
+417
+33% +$372K 0.11% 136
2025
Q2 		$960K Buy
+1,274
New +$852K 0.07% 175
2024
Q4 		– Sell
-127
Closed -$103K – 524
2024
Q3 		$103K Buy
+127
New +$91.3K 0.01% 476
2024
Q2 		– Sell
-142
Closed -$102K – 496
2024
Q1 		$102K Sell
142
-59
-29% -$37.9K 0.01% 460
2023
Q4 		$115K Buy
+201
New +$94.8K 0.01% 409

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return