JWCA
URI icon

J.W. Cole Advisors’s United Rentals URI Stock Holding History

J.W. Cole 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 		– Sell
-1,065
Closed -$652K – 1433
2025
Q4 		$652K Sell
1,065
-978
-48% -$849K 0.02% 803
2025
Q3 		$1.95M Sell
2,043
-64
-3% -$57K 0.04% 463
2025
Q2 		$1.59M Buy
2,107
+1,652
+363% +$1.1M 0.03% 500
2025
Q1 		$285K Sell
455
-134
-23% -$92.1K 0.01% 989
2024
Q4 		$415K Buy
589
+317
+117% +$258K 0.02% 671
2024
Q3 		$220K Buy
+272
New +$196K 0.01% 873
2020
Q1 		– Sell
-1,543
Closed -$257K – 471
2019
Q4 		$257K Buy
+1,543
New +$224K 0.03% 452

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