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Lloyd Advisory Services’s United Rentals URI Stock Holding History

Lloyd Advisory Services’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
Q2 		$22.7K Buy
20
+12
+150% +$11.4K 0.01% 307
2026
Q1 		$5.84K Sell
8
-12
-60% -$10.1K ﹤0.01% 539
2025
Q4 		$16.2K Buy
+20
New +$17.4K 0.01% 355
2022
Q2 		– Sell
-182
Closed -$65K – 530
2022
Q1 		$65K Buy
182
+52
+40% +$17K 0.03% 204
2021
Q4 		$43K Buy
+130
New +$46.3K 0.02% 222

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Lloyd Advisory Services's URI Position: Q2 2026 in Review

Lloyd Advisory Services increased its United Rentals (URI) stake by 150% in Q2 2026, buying an estimated $11.4K and bringing the position to 20 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #307.

Lloyd Advisory Services first reported a position in URI in Q4 2021 and has held it in 5 quarters since. The position peaked at $65K in Q1 2022. 1,595 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Lloyd Advisory Services held 20 shares of United Rentals worth $22.7K as of Q2 2026.
  • Lloyd Advisory Services bought 12 United Rentals shares in Q2 2026, an estimated $11.4K.
  • United Rentals made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #307 holding.
  • Lloyd Advisory Services first reported a position in United Rentals in Q4 2021 and has held it in 5 quarters since.
  • Lloyd Advisory Services's United Rentals position peaked at $65K in Q1 2022.
  • 1,595 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.