Nicolet Advisory Services’s United Rentals URI Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$423K	Buy	446 +5	+1%	+$4.34K	0.03%	256
2025 Q3	$436K	Buy	441 +3	+0.7%	+$2.67K	0.03%	244
2025 Q2	$377K	Buy	438 +9	+2%	+$6.02K	0.03%	259
2025 Q1	$249K	Buy	429 +5	+1%	+$3.44K	0.02%	320
2024 Q4	$284K	Buy	424 +2	+0.5%	+$1.63K	0.03%	307
2024 Q3	$333K	Hold	422	–	–	0.03%	270
2024 Q2	$272K	Buy	422 +3	+0.7%	+$1.99K	0.03%	296
2024 Q1	$292K	Buy	419 +11	+3%	+$7.06K	0.03%	268
2023 Q4	$221K	Buy	+408	New	+$192K	0.02%	296

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Nicolet Advisory Services's URI Position: Q4 2025 in Review

Nicolet Advisory Services increased its United Rentals (URI) stake by 1.1% in Q4 2025, buying an estimated $4.34K and bringing the position to 446 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #256.

Nicolet Advisory Services first reported a position in URI in Q4 2023 and has held it in 9 quarters since. The position peaked at $436K in Q3 2025. 1,530 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Nicolet Advisory Services held 446 shares of United Rentals worth $423K as of Q4 2025.
Nicolet Advisory Services bought 5 United Rentals shares in Q4 2025, an estimated $4.34K.
United Rentals made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #256 holding.
Nicolet Advisory Services first reported a position in United Rentals in Q4 2023 and has held it in 9 quarters since.
Nicolet Advisory Services's United Rentals position peaked at $436K in Q3 2025.
1,530 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.