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Kelleher Financial Advisors’s United Rentals URI Stock Holding History

Kelleher Financial 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 		$58.3K Hold
80
– – 0.01% 355
2025
Q4 		$64.7K Hold
80
– – 0.01% 369
2025
Q3 		$76.4K Buy
+80
New +$71.3K 0.02% 289

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VCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Kelleher Financial Advisors's URI Position: Q1 2026 in Review

Kelleher Financial Advisors held its United Rentals (URI) position steady in Q1 2026 at 80 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #355.

Kelleher Financial Advisors first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $76.4K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Kelleher Financial Advisors held 80 shares of United Rentals worth $58.3K as of Q1 2026.
  • Kelleher Financial Advisors left its United Rentals share count unchanged in Q1 2026.
  • United Rentals made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #355 holding.
  • Kelleher Financial Advisors first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's United Rentals position peaked at $76.4K in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.