KF
URI icon

Krilogy Financial’s United Rentals URI Stock Holding History

Krilogy Financial’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 		$1.26M Buy
1,614
+643
+66% +$540K 0.04% 303
2025
Q4 		$885K Buy
971
+62
+7% +$53.8K 0.03% 378
2025
Q3 		$768K Buy
+909
New +$810K 0.03% 397
2023
Q2 		– Sell
-831
Closed -$329K – 382
2023
Q1 		$329K Buy
831
+132
+19% +$55.4K 0.03% 322
2022
Q4 		$248K Buy
+699
New +$230K 0.02% 345
2018
Q2 		– Sell
-100
Closed -$17K – 599
2018
Q1 		$17K Hold
100
– – ﹤0.01% 463
2017
Q4 		$17K Hold
100
– – ﹤0.01% 463
2017
Q3 		$14K Hold
100
– – ﹤0.01% 540
2017
Q2 		$11K Buy
+100
New +$11.2K ﹤0.01% 528

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

Krilogy Financial's URI Position: Q1 2026 in Review

Krilogy Financial increased its United Rentals (URI) stake by 66% in Q1 2026, buying an estimated $540K and bringing the position to 1,614 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #303.

Krilogy Financial first reported a position in URI in Q2 2017 and has held it in 9 quarters since. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Krilogy Financial held 1,614 shares of United Rentals worth $1.26M as of Q1 2026.
  • Krilogy Financial bought 643 United Rentals shares in Q1 2026, an estimated $540K.
  • United Rentals made up 0.04% of Krilogy Financial's portfolio in Q1 2026, its #303 holding.
  • Krilogy Financial first reported a position in United Rentals in Q2 2017 and has held it in 9 quarters since.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.