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Laurel Wealth Advisors (North Carolina)’s United Rentals URI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-40
Closed -$32.4K – 623
2025
Q4 		$32.4K Buy
+40
New +$34.7K ﹤0.01% 379
2025
Q2 		– Sell
-40
Closed -$25.1K – 640
2025
Q1 		$25.1K Hold
40
– – ﹤0.01% 388
2024
Q4 		$28.2K Hold
40
– – ﹤0.01% 371
2024
Q3 		$32.4K Hold
40
– – 0.01% 356
2024
Q2 		$25.9K Hold
40
– – ﹤0.01% 354
2024
Q1 		$28.8K Hold
40
– – ﹤0.01% 347
2023
Q4 		$22.9K Hold
40
– – ﹤0.01% 352
2023
Q3 		$17.8K Hold
40
– – ﹤0.01% 361
2023
Q2 		$17.8K Hold
40
– – ﹤0.01% 369
2023
Q1 		$15.8K Hold
40
– – ﹤0.01% 372
2022
Q4 		$14.2K Hold
40
– – ﹤0.01% 361
2022
Q3 		$11K Hold
40
– – ﹤0.01% 382
2022
Q2 		$10K Hold
40
– – ﹤0.01% 389
2022
Q1 		$14K Hold
40
– – ﹤0.01% 384
2021
Q4 		$13K Hold
40
– – ﹤0.01% 395
2021
Q3 		$14K Hold
40
– – ﹤0.01% 384
2021
Q2 		$13K Hold
40
– – ﹤0.01% 436
2021
Q1 		$13K Hold
40
– – ﹤0.01% 400
2020
Q4 		$9K Hold
40
– – ﹤0.01% 426
2020
Q3 		$7K Hold
40
– – ﹤0.01% 407
2020
Q2 		$6K Hold
40
– – ﹤0.01% 406
2020
Q1 		$4K Hold
40
– – ﹤0.01% 432
2019
Q4 		$7K Hold
40
– – ﹤0.01% 420
2019
Q3 		$5K Hold
40
– – ﹤0.01% 433
2019
Q2 		$5K Hold
40
– – ﹤0.01% 439
2019
Q1 		$5K Hold
40
– – ﹤0.01% 412
2018
Q4 		$4K Buy
+40
New +$4.82K ﹤0.01% 430

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s URI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of United Rentals (URI) in Q1 2026, closing a stake of 40 shares — an estimated $32.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in URI in Q4 2018 and held it in 27 quarters. The position peaked at $32.4K in Q3 2024. 1,461 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 40 United Rentals shares in Q1 2026, an estimated $32.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in United Rentals in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s United Rentals position peaked at $32.4K in Q3 2024.
  • 1,461 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.