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LGT Financial Advisors’s United Rentals URI Stock Holding History

LGT 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
2025
Q3 		– Sell
-1
Closed -$753 – 636
2025
Q2 		$753 Buy
+1
New +$669 ﹤0.01% 407

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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LGT Financial Advisors's URI Position: Q3 2025 in Review

LGT Financial Advisors sold out of United Rentals (URI) in Q3 2025, closing a stake of 1 share — an estimated $753 sold.

LGT Financial Advisors first reported a position in URI in Q2 2025 and held it in 1 quarter. The position peaked at $753 in Q2 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q3 2025.

  • LGT Financial Advisors reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1 United Rentals share in Q3 2025, an estimated $753.
  • LGT Financial Advisors first reported a position in United Rentals in Q2 2025 and held it in 1 quarter.
  • LGT Financial Advisors's United Rentals position peaked at $753 in Q2 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.