KA
URI icon

Kovack Advisors’s United Rentals URI Stock Holding History

Kovack 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
Q2 		$1.61M Sell
1,433
-10
-0.7% -$9.51K 0.08% 256
2026
Q1 		$1.05M Sell
1,443
-8,320
-85% -$6.99M 0.06% 354
2025
Q4 		$7.9M Buy
9,763
+1,211
+14% +$1.05M 0.37% 59
2025
Q3 		$8.16M Sell
8,552
-1,087
-11% -$969K 0.77% 22
2025
Q2 		$7.26M Sell
9,639
-184
-2% -$123K 0.71% 25
2025
Q1 		$6.16M Buy
9,823
+194
+2% +$133K 0.65% 29
2024
Q4 		$6.78M Sell
9,629
-122
-1% -$99.2K 0.67% 29
2024
Q3 		$7.9M Sell
9,751
-91
-0.9% -$65.5K 0.84% 21
2024
Q2 		$6.37M Sell
9,842
-11
-0.1% -$7.31K 0.7% 24
2024
Q1 		$7.1M Sell
9,853
-1,085
-10% -$696K 0.86% 14
2023
Q4 		$6.27M Buy
10,938
+769
+8% +$363K 0.75% 18
2023
Q3 		$4.52M Buy
10,169
+3,904
+62% +$1.79M 0.63% 23
2023
Q2 		$2.79M Buy
6,265
+5,546
+771% +$2.06M 0.36% 53
2023
Q1 		$285K Buy
719
+88
+14% +$37K 0.04% 422
2022
Q4 		$224K Buy
+631
New +$207K 0.03% 493
2022
Q2 		– Sell
-706
Closed -$250K – 742
2022
Q1 		$250K Sell
706
-193
-21% -$63K 0.03% 586
2021
Q4 		$299K Buy
899
+51
+6% +$18.2K 0.03% 533
2021
Q3 		$298K Sell
848
-426
-33% -$143K 0.03% 531
2021
Q2 		$406K Buy
1,274
+260
+26% +$84K 0.05% 410
2021
Q1 		$334K Buy
+1,014
New +$287K 0.04% 419
2018
Q4 		– Sell
-2,184
Closed -$357K – 496
2018
Q3 		$357K Buy
2,184
+239
+12% +$37.2K 0.09% 261
2018
Q2 		$287K Buy
+1,945
New +$318K 0.08% 279

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovack Advisors's URI Position: Q2 2026 in Review

Kovack Advisors reduced its United Rentals (URI) stake by 0.69% in Q2 2026, selling an estimated $9.51K and leaving 1,433 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #256.

Kovack Advisors first reported a position in URI in Q2 2018 and has held it in 22 quarters since. The position peaked at $8.16M in Q3 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Kovack Advisors held 1,433 shares of United Rentals worth $1.61M as of Q2 2026.
  • Kovack Advisors sold 10 United Rentals shares in Q2 2026, an estimated $9.51K.
  • United Rentals made up 0.08% of Kovack Advisors's portfolio in Q2 2026, its #256 holding.
  • Kovack Advisors first reported a position in United Rentals in Q2 2018 and has held it in 22 quarters since.
  • Kovack Advisors's United Rentals position peaked at $8.16M in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.