Intellectus Partners’s United Rentals URI Stock Holding History

Intellectus Partners’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
2025 Q3	–	Sell	-1,208	Closed	-$910K	–	294
2025 Q2	$910K	Buy	1,208 +234	+24%	+$156K	0.2%	137
2025 Q1	$610K	Buy	+974	New	+$670K	0.15%	167
2024 Q4	–	Sell	-929	Closed	-$752K	–	291
2024 Q3	$752K	Buy	+929	New	+$668K	0.19%	153
2024 Q1	–	Sell	-1,167	Closed	-$669K	–	275
2023 Q4	$669K	Buy	+1,167	New	+$550K	0.19%	143
2019 Q2	–	Sell	-32	Closed	-$4K	–	386
2019 Q1	$4K	Hold	32	–	–	﹤0.01%	409
2018 Q4	$3K	Hold	32	–	–	﹤0.01%	254
2018 Q3	$5K	Hold	32	–	–	﹤0.01%	536
2018 Q2	$5K	Hold	32	–	–	﹤0.01%	539
2018 Q1	$6K	Hold	32	–	–	﹤0.01%	526
2017 Q4	$6K	Hold	32	–	–	﹤0.01%	533
2017 Q3	$4K	Hold	32	–	–	﹤0.01%	706
2017 Q2	$4K	Hold	32	–	–	﹤0.01%	688
2017 Q1	$4K	Sell	32 -5	-14%	-$608	﹤0.01%	619
2016 Q4	$4K	Buy	+37	New	+$3.37K	﹤0.01%	622

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Intellectus Partners's URI Position: Q3 2025 in Review

Intellectus Partners sold out of United Rentals (URI) in Q3 2025, closing a stake of 1,208 shares — an estimated $910K sold.

Intellectus Partners first reported a position in URI in Q4 2016 and held it in 14 quarters. The position peaked at $910K in Q2 2025. 1,452 funds tracked by Wall St. Rank hold URI as of Q3 2025.

Intellectus Partners reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
Intellectus Partners sold 1,208 United Rentals shares in Q3 2025, an estimated $910K.
Intellectus Partners first reported a position in United Rentals in Q4 2016 and held it in 14 quarters.
Intellectus Partners's United Rentals position peaked at $910K in Q2 2025.
1,452 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Intellectus Partners's 13F filing for Q3 2025, filed 12 Nov 2025.