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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

New Age Alpha Advisors's URI Position: Q1 2026 in Review

New Age Alpha Advisors reduced its United Rentals (URI) stake by 7.1% in Q1 2026, selling an estimated $653K and leaving 10,135 shares worth $7.38M. The position accounts for 0.34% of the portfolio, ranked #63.

New Age Alpha Advisors first reported a position in URI in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.83M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • New Age Alpha Advisors held 10,135 shares of United Rentals worth $7.38M as of Q1 2026.
  • New Age Alpha Advisors sold 777 United Rentals shares in Q1 2026, an estimated $653K.
  • United Rentals made up 0.34% of New Age Alpha Advisors's portfolio in Q1 2026, its #63 holding.
  • New Age Alpha Advisors first reported a position in United Rentals in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's United Rentals position peaked at $8.83M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.