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Lugano Financial Advisors SA (LFA)’s United Rentals URI Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		– Sell
-9
Closed -$7.28K – 236
2025
Q4 		$7.28K Hold
9
– – ﹤0.01% 226
2025
Q3 		$8.59K Hold
9
– – ﹤0.01% 216
2025
Q2 		$6.78K Buy
+9
New +$6.02K ﹤0.01% 228
2024
Q2 		– Sell
-271
Closed -$195K – 182
2024
Q1 		$195K Hold
271
– – 0.14% 68
2023
Q4 		$155K Hold
271
– – 0.12% 70
2023
Q3 		$120K Buy
+271
New +$124K 0.1% 76

Other funds holding URI

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s URI Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of United Rentals (URI) in Q1 2026, closing a stake of 9 shares — an estimated $7.28K sold.

Lugano Financial Advisors SA (LFA) first reported a position in URI in Q3 2023 and held it in 6 quarters. The position peaked at $195K in Q1 2024. 1,464 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 9 United Rentals shares in Q1 2026, an estimated $7.28K.
  • Lugano Financial Advisors SA (LFA) first reported a position in United Rentals in Q3 2023 and held it in 6 quarters.
  • Lugano Financial Advisors SA (LFA)'s United Rentals position peaked at $195K in Q1 2024.
  • 1,464 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.