Kestra Advisory Services
URI icon

Kestra Advisory Services’s United Rentals URI Stock Holding History

Kestra Advisory Services’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
Q3 		$5.86M Buy
5,855
+717
+14% +$765K 0.02% 827
2026
Q2 		$5.82M Sell
5,138
-2,160
-30% -$2.05M 0.02% 763
2026
Q1 		$5.32M Buy
7,298
+398
+6% +$334K 0.02% 755
2025
Q4 		$5.58M Sell
6,900
-55
-0.8% -$47.7K 0.02% 674
2025
Q3 		$6.64M Sell
6,955
-520
-7% -$463K 0.03% 546
2025
Q2 		$5.63M Buy
7,475
+180
+2% +$120K 0.03% 580
2025
Q1 		$4.57M Sell
7,295
-522
-7% -$359K 0.02% 611
2024
Q4 		$5.51M Buy
7,817
+1,063
+16% +$864K 0.03% 537
2024
Q3 		$5.47M Sell
6,754
-964
-12% -$693K 0.03% 558
2024
Q2 		$4.44M Buy
7,718
+545
+8% +$362K 0.02% 630
2024
Q1 		$5.17M Buy
7,173
+1,945
+37% +$1.25M 0.03% 506
2023
Q4 		$3M Buy
5,228
+256
+5% +$121K 0.02% 638
2023
Q3 		$2.21M Buy
4,972
+1,380
+38% +$632K 0.02% 648
2023
Q2 		$1.6M Buy
3,592
+559
+18% +$207K 0.02% 767
2023
Q1 		$1.2M Sell
3,033
-961
-24% -$404K 0.01% 861
2022
Q4 		$1.42M Sell
3,994
-868
-18% -$285K 0.01% 895
2022
Q3 		$1.31M Buy
4,862
+300
+7% +$87.3K 0.01% 841
2022
Q2 		$1.11M Buy
4,562
+934
+26% +$275K 0.01% 932
2022
Q1 		$1.29M Buy
3,628
+361
+11% +$118K 0.01% 847
2021
Q4 		$1.09M Buy
3,267
+119
+4% +$42.4K 0.01% 943
2021
Q3 		$1.1M Sell
3,148
-23
-0.7% -$7.72K 0.01% 967
2021
Q2 		$1.01M Buy
3,171
+46
+1% +$14.9K 0.01% 935
2021
Q1 		$1.03M Buy
3,125
+38
+1% +$10.8K 0.01% 850
2020
Q4 		$710K Buy
3,087
+3,062
+12,248% +$647K 0.01% 1031
2020
Q3 		$383K Buy
+25
New +$4.2K 0.01% 998

Other funds holding URI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Kestra Advisory Services's URI Position: Q3 2026 in Review

Kestra Advisory Services increased its United Rentals (URI) stake by 14% in Q3 2026, buying an estimated $765K and bringing the position to 5,855 shares worth $5.86M. The position accounts for 0.02% of the portfolio, ranked #827.

Kestra Advisory Services first reported a position in URI in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.64M in Q3 2025. 913 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Kestra Advisory Services held 5,855 shares of United Rentals worth $5.86M as of Q3 2026.
  • Kestra Advisory Services bought 717 United Rentals shares in Q3 2026, an estimated $765K.
  • United Rentals made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #827 holding.
  • Kestra Advisory Services first reported a position in United Rentals in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's United Rentals position peaked at $6.64M in Q3 2025.
  • 913 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.