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Moss Adams Wealth Advisors’s United Rentals URI Stock Holding History

Moss Adams 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
Q2 		$740K Buy
653
+48
+8% +$45.7K 0.05% 115
2026
Q1 		$441K Buy
605
+12
+2% +$10.1K 0.03% 150
2025
Q4 		$480K Hold
593
– – 0.03% 139
2025
Q3 		$566K Buy
593
+7
+1% +$6.24K 0.04% 120
2025
Q2 		$441K Buy
586
+8
+1% +$5.35K 0.04% 140
2025
Q1 		$362K Sell
578
-100
-15% -$68.7K 0.04% 148
2024
Q4 		$478K Buy
678
+26
+4% +$21.1K 0.05% 103
2024
Q3 		$528K Buy
652
+2
+0.3% +$1.44K 0.06% 93
2024
Q2 		$420K Buy
650
+29
+5% +$19.3K 0.06% 97
2024
Q1 		$448K Buy
621
+105
+20% +$67.4K 0.07% 81
2023
Q4 		$296K Sell
516
-49
-9% -$23.1K 0.06% 84
2023
Q3 		$251K Sell
565
-45
-7% -$20.6K 0.09% 77
2023
Q2 		$272K Buy
610
+29
+5% +$10.7K 0.09% 71
2023
Q1 		$230K Buy
581
+12
+2% +$5.04K 0.08% 86
2022
Q4 		$202K Buy
+569
New +$187K 0.1% 99

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Moss Adams Wealth Advisors's URI Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its United Rentals (URI) stake by 7.9% in Q2 2026, buying an estimated $45.7K and bringing the position to 653 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #115.

Moss Adams Wealth Advisors first reported a position in URI in Q4 2022 and has held it in 15 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Moss Adams Wealth Advisors held 653 shares of United Rentals worth $740K as of Q2 2026.
  • Moss Adams Wealth Advisors bought 48 United Rentals shares in Q2 2026, an estimated $45.7K.
  • United Rentals made up 0.05% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Moss Adams Wealth Advisors first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.