Old Port Advisors
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Old Port Advisors’s United Rentals URI Stock Holding History

Old Port 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 		$335K Buy
335
+8
+2% +$8.53K 0.07% 214
2026
Q2 		$371K Buy
327
+10
+3% +$9.5K 0.07% 200
2026
Q1 		$231K Sell
317
-3
-0.9% -$2.52K 0.05% 220
2025
Q4 		$259K Buy
320
+15
+5% +$13K 0.06% 205
2025
Q3 		$291K Sell
305
-3
-1% -$2.67K 0.07% 198
2025
Q2 		$232K Buy
+308
New +$206K 0.06% 214
2025
Q1 		– Sell
-303
Closed -$213K – 239
2024
Q4 		$213K Buy
303
+8
+3% +$6.5K 0.06% 217
2024
Q3 		$239K Buy
+295
New +$212K 0.07% 208

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Capital Research Global Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Old Port Advisors's URI Position: Q3 2026 in Review

Old Port Advisors increased its United Rentals (URI) stake by 2.4% in Q3 2026, buying an estimated $8.53K and bringing the position to 335 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #214.

Old Port Advisors first reported a position in URI in Q3 2024 and has held it in 8 quarters since. The position peaked at $371K in Q2 2026. 1,363 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Old Port Advisors held 335 shares of United Rentals worth $335K as of Q3 2026.
  • Old Port Advisors bought 8 United Rentals shares in Q3 2026, an estimated $8.53K.
  • United Rentals made up 0.07% of Old Port Advisors's portfolio in Q3 2026, its #214 holding.
  • Old Port Advisors first reported a position in United Rentals in Q3 2024 and has held it in 8 quarters since.
  • Old Port Advisors's United Rentals position peaked at $371K in Q2 2026.
  • 1,363 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Old Port Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.