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Medallion Wealth Advisors’s United Rentals URI Stock Holding History

Medallion Wealth 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
Q1 		$72.9K Sell
100
-2
-2% -$1.68K 0.02% 407
2025
Q4 		$82.6K Hold
102
– – 0.03% 383
2025
Q3 		$97.4K Buy
102
+2
+2% +$1.78K 0.03% 360
2025
Q2 		$75.3K Hold
100
– – 0.03% 393
2025
Q1 		$62.7K Sell
100
-5
-5% -$3.44K 0.03% 385
2024
Q4 		$66.2K Buy
+105
New +$85.3K 0.03% 363

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Medallion Wealth Advisors's URI Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its United Rentals (URI) stake by 2% in Q1 2026, selling an estimated $1.68K and leaving 100 shares worth $72.9K. The position accounts for 0.02% of the portfolio, ranked #407.

Medallion Wealth Advisors first reported a position in URI in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.4K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Medallion Wealth Advisors held 100 shares of United Rentals worth $72.9K as of Q1 2026.
  • Medallion Wealth Advisors sold 2 United Rentals shares in Q1 2026, an estimated $1.68K.
  • United Rentals made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #407 holding.
  • Medallion Wealth Advisors first reported a position in United Rentals in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's United Rentals position peaked at $97.4K in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.