Lido Advisors
URI icon

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
2021
Q4 		– Sell
-10,800
Closed -$3.79M – 1049
2021
Q3 		$3.79M Sell
10,800
-1,000
-8% -$336K 0.05% 182
2021
Q2 		$3.76M Buy
+11,800
New +$3.81M 0.05% 181

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

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.