New Age Alpha Advisors’s United Rentals URI Stock Holding History

New Age Alpha 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 Q3	$3.92M	Sell	3,920 -2,007	-34%	-$2.14M	0.17%	135
2026 Q2	$6.71M	Sell	5,927 -4,208	-42%	-$4M	0.28%	74
2026 Q1	$7.38M	Sell	10,135 -777	-7%	-$653K	0.34%	63
2025 Q4	$8.83M	Buy	10,912 +7,417	+212%	+$6.44M	0.38%	49
2025 Q3	$3.34M	Sell	3,495 -547	-14%	-$487K	0.14%	203
2025 Q2	$3.05M	Sell	4,042 -811	-17%	-$542K	0.13%	232
2025 Q1	$3.04M	Buy	4,853 +90	+2%	+$61.9K	0.14%	231
2024 Q4	$3.36M	Buy	+4,763	New	+$3.87M	0.14%	216

Other funds holding URI

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

New Age Alpha Advisors's URI Position: Q3 2026 in Review

New Age Alpha Advisors reduced its United Rentals (URI) stake by 34% in Q3 2026, selling an estimated $2.14M and leaving 3,920 shares worth $3.92M. The position accounts for 0.17% of the portfolio, ranked #135.

New Age Alpha Advisors first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.83M in Q4 2025. 1,321 funds tracked by Wall St. Rank hold URI as of Q3 2026.

New Age Alpha Advisors held 3,920 shares of United Rentals worth $3.92M as of Q3 2026.
New Age Alpha Advisors sold 2,007 United Rentals shares in Q3 2026, an estimated $2.14M.
United Rentals made up 0.17% of New Age Alpha Advisors's portfolio in Q3 2026, its #135 holding.
New Age Alpha Advisors first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
New Age Alpha Advisors's United Rentals position peaked at $8.83M in Q4 2025.
1,321 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.