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Legacy Financial Advisors’s United Rentals URI Stock Holding History

Legacy Financial 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 		$362K Buy
320
+9
+3% +$8.56K 0.04% 307
2026
Q1 		$226K Sell
311
-11
-3% -$9.24K 0.03% 376
2025
Q4 		$260K Buy
322
+12
+4% +$10.4K 0.04% 337
2025
Q3 		$296K Buy
310
+3
+1% +$2.67K 0.04% 322
2025
Q2 		$231K Buy
+307
New +$205K 0.04% 315
2024
Q4 		– Sell
-283
Closed -$229K – 370
2024
Q3 		$229K Buy
+283
New +$204K 0.04% 318
2024
Q2 		– Sell
-311
Closed -$224K – 360
2024
Q1 		$224K Buy
+311
New +$200K 0.04% 296
2019
Q2 		– Sell
-97
Closed -$11K – 865
2019
Q1 		$11K Hold
97
– – ﹤0.01% 605
2018
Q4 		$10K Sell
97
-31
-24% -$3.73K ﹤0.01% 572
2018
Q3 		$20K Buy
128
+14
+12% +$2.18K 0.01% 378
2018
Q2 		$18K Hold
114
– – 0.01% 404
2018
Q1 		$20K Hold
114
– – 0.01% 370
2017
Q4 		$19K Buy
+114
New +$17.4K 0.01% 371

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

Legacy Financial Advisors's URI Position: Q2 2026 in Review

Legacy Financial Advisors increased its United Rentals (URI) stake by 2.9% in Q2 2026, buying an estimated $8.56K and bringing the position to 320 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #307.

Legacy Financial Advisors first reported a position in URI in Q4 2017 and has held it in 13 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Legacy Financial Advisors held 320 shares of United Rentals worth $362K as of Q2 2026.
  • Legacy Financial Advisors bought 9 United Rentals shares in Q2 2026, an estimated $8.56K.
  • United Rentals made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #307 holding.
  • Legacy Financial Advisors first reported a position in United Rentals in Q4 2017 and has held it in 13 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.