NewEdge Wealth’s United Rentals URI Stock Holding History

NewEdge Wealth’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	$2.82M	Sell	3,870 -396	-9%	-$333K	0.03%	341
2025 Q4	$3.45M	Sell	4,266 -2,162	-34%	-$1.88M	0.04%	321
2025 Q3	$5.43M	Buy	6,428 +113	+2%	+$101K	0.08%	194
2025 Q2	$5.4M	Sell	6,315 -86	-1%	-$57.5K	0.08%	188
2025 Q1	$4.01M	Sell	6,401 -379	-6%	-$261K	0.07%	224
2024 Q4	$4.78M	Sell	6,780 -266	-4%	-$216K	0.08%	193
2024 Q3	$5.71M	Buy	+7,046	New	+$5.07M	0.1%	170

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NewEdge Wealth's URI Position: Q1 2026 in Review

NewEdge Wealth reduced its United Rentals (URI) stake by 9.3% in Q1 2026, selling an estimated $333K and leaving 3,870 shares worth $2.82M. The position accounts for 0.03% of the portfolio, ranked #341.

NewEdge Wealth first reported a position in URI in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.71M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

NewEdge Wealth held 3,870 shares of United Rentals worth $2.82M as of Q1 2026.
NewEdge Wealth sold 396 United Rentals shares in Q1 2026, an estimated $333K.
United Rentals made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #341 holding.
NewEdge Wealth first reported a position in United Rentals in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's United Rentals position peaked at $5.71M in Q3 2024.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.