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
2022
Q3 		– Sell
-1,600
Closed -$388K – 1040
2022
Q2 		$388K Sell
1,600
-2,000
-56% -$588K 0.01% 628
2022
Q1 		$1.28M Sell
3,600
-800
-18% -$261K 0.01% 348
2021
Q4 		$1.46M Sell
4,400
-12,800
-74% -$4.56M 0.02% 335
2021
Q3 		$6.04M Sell
17,200
-500
-3% -$168K 0.08% 137
2021
Q2 		$5.65M Buy
+17,700
New +$5.72M 0.08% 143

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JP Morgan Chase
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Capital Research Global Investors
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VPM
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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.