Lido Advisors
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Lido Advisors’s United Rentals URI Stock Holding History

Lido 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
Q1 		$10.6M Sell
14,551
-1,250
-8% -$1.05M 0.03% 306
2025
Q4 		$14.8M Buy
15,801
+440
+3% +$382K 0.04% 251
2025
Q3 		$14.7M Buy
15,361
+195
+1% +$174K 0.05% 240
2025
Q2 		$11.4M Buy
15,166
+8,883
+141% +$5.94M 0.04% 238
2025
Q1 		$3.94M Buy
6,283
+16
+0.3% +$11K 0.02% 395
2024
Q4 		$4.41M Sell
6,267
-323
-5% -$263K 0.02% 351
2024
Q3 		$5.34M Sell
6,590
-457
-6% -$329K 0.03% 298
2024
Q2 		$4.56M Sell
7,047
-119
-2% -$79.1K 0.03% 301
2024
Q1 		$5.17M Sell
7,166
-700
-9% -$449K 0.03% 279
2023
Q4 		$4.51M Sell
7,866
-1,363
-15% -$643K 0.03% 280
2023
Q3 		$4.1M Sell
9,229
-520
-5% -$238K 0.03% 270
2023
Q2 		$4.34M Buy
9,749
+238
+3% +$88.2K 0.03% 247
2023
Q1 		$3.76M Buy
9,511
+8,435
+784% +$3.54M 0.04% 241
2022
Q4 		$382K Buy
1,076
+61
+6% +$20K ﹤0.01% 708
2022
Q3 		$274K Sell
1,015
-1,416
-58% -$412K ﹤0.01% 788
2022
Q2 		$590K Sell
2,431
-1,936
-44% -$570K 0.01% 485
2022
Q1 		$1.55M Sell
4,367
-898
-17% -$293K 0.02% 301
2021
Q4 		$1.75M Sell
5,265
-12,805
-71% -$4.57M 0.02% 306
2021
Q3 		$6.34M Sell
18,070
-223
-1% -$74.9K 0.09% 129
2021
Q2 		$5.84M Buy
+18,293
New +$5.91M 0.08% 137

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Lido Advisors's URI Position: Q1 2026 in Review

Lido Advisors reduced its United Rentals (URI) stake by 7.9% in Q1 2026, selling an estimated $1.05M and leaving 14,551 shares worth $10.6M. The position accounts for 0.03% of the portfolio, ranked #306.

Lido Advisors first reported a position in URI in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.8M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Lido Advisors held 14,551 shares of United Rentals worth $10.6M as of Q1 2026.
  • Lido Advisors sold 1,250 United Rentals shares in Q1 2026, an estimated $1.05M.
  • United Rentals made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #306 holding.
  • Lido Advisors first reported a position in United Rentals in Q2 2021 and has held it in 20 quarters since.
  • Lido Advisors's United Rentals position peaked at $14.8M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.