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LVW Advisors’s United Rentals URI Stock Holding History

LVW 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
2026
Q2 		$548K Buy
484
+208
+75% +$198K 0.05% 218
2026
Q1 		$201K Buy
+276
New +$232K 0.02% 420

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's URI Position: Q2 2026 in Review

LVW Advisors increased its United Rentals (URI) stake by 75% in Q2 2026, buying an estimated $198K and bringing the position to 484 shares worth $548K. The position accounts for 0.05% of the portfolio, ranked #218.

LVW Advisors first reported a position in URI in Q1 2026 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • LVW Advisors held 484 shares of United Rentals worth $548K as of Q2 2026.
  • LVW Advisors bought 208 United Rentals shares in Q2 2026, an estimated $198K.
  • United Rentals made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #218 holding.
  • LVW Advisors first reported a position in United Rentals in Q1 2026 and has held it in 2 quarters since.
  • 679 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.