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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Mount Yale Investment Advisors's URI Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its United Rentals (URI) stake by 520% in Q1 2026, buying an estimated $2.44M and bringing the position to 3,468 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #327.

Mount Yale Investment Advisors first reported a position in URI in Q1 2018 and has held it in 26 quarters since. The position peaked at $3.22M in Q1 2024. 1,457 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Mount Yale Investment Advisors held 3,468 shares of United Rentals worth $2.53M as of Q1 2026.
  • Mount Yale Investment Advisors bought 2,909 United Rentals shares in Q1 2026, an estimated $2.44M.
  • United Rentals made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #327 holding.
  • Mount Yale Investment Advisors first reported a position in United Rentals in Q1 2018 and has held it in 26 quarters since.
  • Mount Yale Investment Advisors's United Rentals position peaked at $3.22M in Q1 2024.
  • 1,457 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.