Note Advisors’s United Rentals URI Stock Holding History

Note 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
2025 Q4	–	Sell	-350	Closed	-$334K	–	87
2025 Q3	$334K	Hold	350	–	–	0.2%	63
2025 Q2	$264K	Hold	350	–	–	0.18%	65
2025 Q1	$219K	Hold	350	–	–	0.18%	73
2024 Q4	$247K	Buy	+350	New	+$284K	0.22%	66

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Note Advisors's URI Position: Q4 2025 in Review

Note Advisors sold out of United Rentals (URI) in Q4 2025, closing a stake of 350 shares — an estimated $334K sold.

Note Advisors first reported a position in URI in Q4 2024 and held it in 4 quarters. The position peaked at $334K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Note Advisors reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Note Advisors sold 350 United Rentals shares in Q4 2025, an estimated $334K.
Note Advisors first reported a position in United Rentals in Q4 2024 and held it in 4 quarters.
Note Advisors's United Rentals position peaked at $334K in Q3 2025.
1,535 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Note Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.