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

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's URI Position: Q2 2026 in Review

Lido Advisors reduced its United Rentals (URI) stake by 3% in Q2 2026, selling an estimated $419K and leaving 14,111 shares worth $16M. The position accounts for 0.04% of the portfolio, ranked #264.

Lido Advisors first reported a position in URI in Q2 2021 and has held it in 21 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Lido Advisors held 14,111 shares of United Rentals worth $16M as of Q2 2026.
Lido Advisors sold 440 United Rentals shares in Q2 2026, an estimated $419K.
United Rentals made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #264 holding.
Lido Advisors first reported a position in United Rentals in Q2 2021 and has held it in 21 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.