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Moneta Group Investment Advisors’s United Rentals URI Stock Holding History

Moneta Group Investment 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 		$9.97M Sell
13,688
-395
-3% -$332K 0.08% 112
2025
Q4 		$11.4M Buy
14,083
+257
+2% +$223K 0.09% 106
2025
Q3 		$13.2M Sell
13,826
-50
-0.4% -$44.6K 0.1% 88
2025
Q2 		$10.5M Buy
13,876
+97
+0.7% +$64.9K 0.12% 97
2025
Q1 		$8.64M Buy
13,779
+11,816
+602% +$8.12M 0.12% 103
2024
Q4 		$1.38M Buy
1,963
+251
+15% +$204K 0.02% 252
2024
Q3 		$1.39M Sell
1,712
-8,935
-84% -$6.43M 0.02% 246
2024
Q2 		$6.89M Buy
10,647
+896
+9% +$595K 0.11% 103
2024
Q1 		$7.03M Buy
9,751
+8,370
+606% +$5.37M 0.11% 102
2023
Q4 		$792K Buy
1,381
+229
+20% +$108K 0.02% 268
2023
Q3 		$512K Sell
1,152
-266
-19% -$122K 0.01% 315
2023
Q2 		$632K Buy
1,418
+164
+13% +$60.8K 0.01% 283
2023
Q1 		$496K Buy
1,254
+334
+36% +$140K 0.01% 322
2022
Q4 		$406K Sell
920
-368
-29% -$121K 0.01% 321
2022
Q3 		$348K Sell
1,288
-770
-37% -$224K 0.01% 322
2022
Q2 		$500K Buy
2,058
+234
+13% +$68.8K 0.02% 302
2022
Q1 		$648K Sell
1,824
-63
-3% -$20.6K 0.03% 258
2021
Q4 		$627K Buy
1,887
+18
+1% +$6.42K 0.03% 265
2021
Q3 		$656K Buy
1,869
+383
+26% +$129K 0.03% 241
2021
Q2 		$474K Buy
1,486
+229
+18% +$73.9K 0.02% 291
2021
Q1 		$414K Buy
+1,257
New +$356K 0.02% 280
2020
Q3 		– Sell
-1,369
Closed -$204K – 294
2020
Q2 		$204K Buy
+1,369
New +$174K 0.02% 239
2018
Q2 		– Sell
-645
Closed -$111K – 631
2018
Q1 		$111K Buy
645
+595
+1,190% +$106K 0.01% 232
2017
Q4 		$9K Buy
+50
New +$7.61K ﹤0.01% 354

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

Moneta Group Investment Advisors's URI Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its United Rentals (URI) stake by 2.8% in Q1 2026, selling an estimated $332K and leaving 13,688 shares worth $9.97M. The position accounts for 0.08% of the portfolio, ranked #112.

Moneta Group Investment Advisors first reported a position in URI in Q4 2017 and has held it in 24 quarters since. The position peaked at $13.2M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Moneta Group Investment Advisors held 13,688 shares of United Rentals worth $9.97M as of Q1 2026.
  • Moneta Group Investment Advisors sold 395 United Rentals shares in Q1 2026, an estimated $332K.
  • United Rentals made up 0.08% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #112 holding.
  • Moneta Group Investment Advisors first reported a position in United Rentals in Q4 2017 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's United Rentals position peaked at $13.2M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.