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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
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

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Kestra Advisory Services's URI Position: Q1 2026 in Review

Kestra Advisory Services increased its United Rentals (URI) stake by 5.8% in Q1 2026, buying an estimated $334K and bringing the position to 7,298 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #755.

Kestra Advisory Services first reported a position in URI in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.64M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Kestra Advisory Services held 7,298 shares of United Rentals worth $5.32M as of Q1 2026.
  • Kestra Advisory Services bought 398 United Rentals shares in Q1 2026, an estimated $334K.
  • United Rentals made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #755 holding.
  • Kestra Advisory Services first reported a position in United Rentals in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's United Rentals position peaked at $6.64M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.