Mutual Advisors’s United Rentals URI Stock Holding History

Mutual 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	$1.14M	Buy	+1,559	New	+$1.31M	0.02%	545
2025 Q3	–	Sell	-235	Closed	-$209K	–	1340
2025 Q2	$209K	Sell	235 -272	-54%	-$182K	0.01%	1117
2025 Q1	$321K	Buy	507 +196	+63%	+$135K	0.01%	884
2024 Q4	$235K	Buy	+311	New	+$253K	0.01%	973
2024 Q3	–	Sell	-363	Closed	-$270K	–	1157
2024 Q2	$270K	Sell	363 -47	-11%	-$31.2K	0.01%	930
2024 Q1	$295K	Buy	+410	New	+$263K	0.01%	873
2022 Q3	–	Sell	-929	Closed	-$226K	–	949
2022 Q2	$226K	Sell	929 -58	-6%	-$17.1K	0.02%	758
2022 Q1	$351K	Buy	987 +47	+5%	+$15.3K	0.02%	669
2021 Q4	$312K	Buy	940 +335	+55%	+$119K	0.02%	733
2021 Q3	$212K	Buy	+605	New	+$203K	0.01%	813
2019 Q4	–	Sell	-2,368	Closed	-$295K	–	621
2019 Q3	$295K	Buy	2,368 +840	+55%	+$102K	0.04%	423
2019 Q2	$203K	Buy	+1,528	New	+$194K	0.03%	528

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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 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