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INVST’s United Rentals URI Stock Holding History

INVST’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
Q1 		– Sell
-401
Closed -$282K – 331
2024
Q4 		$282K Sell
401
-18
-4% -$14.6K 0.03% 208
2024
Q3 		$339K Buy
419
+11
+3% +$7.91K 0.04% 194
2024
Q2 		$261K Buy
408
+97
+31% +$64.5K 0.03% 225
2024
Q1 		$221K Buy
+311
New +$200K 0.03% 221

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

INVST's URI Position: Q1 2025 in Review

INVST sold out of United Rentals (URI) in Q1 2025, closing a stake of 401 shares — an estimated $282K sold.

INVST first reported a position in URI in Q1 2024 and held it in 4 quarters. The position peaked at $339K in Q3 2024. 1,302 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • INVST reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • INVST sold 401 United Rentals shares in Q1 2025, an estimated $282K.
  • INVST first reported a position in United Rentals in Q1 2024 and held it in 4 quarters.
  • INVST's United Rentals position peaked at $339K in Q3 2024.
  • 1,302 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.