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Mount Yale Investment Advisors’s United Rentals URI Stock Holding History

Mount Yale 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
2024
Q3 		– Sell
-100
Closed -$3.54K – 611
2024
Q2 		$3.54K Buy
+100
New +$66.5K ﹤0.01% 540

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Mount Yale Investment Advisors's URI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its United Rentals (URI) stake by 15% in Q2 2026, buying an estimated $479K and bringing the position to 3,971 shares worth $4.5M. The position accounts for 0.08% of the portfolio, ranked #238.

Mount Yale Investment Advisors first reported a position in URI in Q1 2018 and has held it in 27 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Mount Yale Investment Advisors held 3,971 shares of United Rentals worth $4.5M as of Q2 2026.
  • Mount Yale Investment Advisors bought 503 United Rentals shares in Q2 2026, an estimated $479K.
  • United Rentals made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #238 holding.
  • Mount Yale Investment Advisors first reported a position in United Rentals in Q1 2018 and has held it in 27 quarters since.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.