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OneDigital Investment Advisors’s United Rentals URI Stock Holding History

OneDigital Investment 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 		$544K Sell
747
-197
-21% -$165K 0.01% 908
2025
Q4 		$764K Buy
944
+33
+4% +$28.6K 0.01% 767
2025
Q3 		$870K Sell
911
-32
-3% -$28.5K 0.01% 713
2025
Q2 		$710K Sell
943
-66
-7% -$44.1K 0.01% 761
2025
Q1 		$632K Buy
1,009
+322
+47% +$221K 0.01% 771
2024
Q4 		$484K Buy
687
+37
+6% +$30.1K 0.01% 902
2024
Q3 		$526K Buy
650
+20
+3% +$14.4K 0.01% 920
2024
Q2 		$407K Buy
630
+15
+2% +$9.97K 0.01% 979
2024
Q1 		$443K Buy
615
+89
+17% +$57.1K 0.01% 776
2023
Q4 		$302K Buy
+526
New +$248K 0.01% 905
2023
Q1 		– Sell
-4,317
Closed -$1.53M – 993
2022
Q4 		$1.53M Hold
4,317
– – 0.04% 289
2022
Q3 		$1.17M Hold
4,317
– – 0.04% 260
2022
Q2 		$1.05M Sell
4,317
-137
-3% -$40.3K 0.05% 248
2022
Q1 		$1.58M Sell
4,454
-129
-3% -$42.1K 0.06% 197
2021
Q4 		$1.52M Buy
4,583
+64
+1% +$22.8K 0.05% 209
2021
Q3 		$1.59M Sell
4,519
-20
-0.4% -$6.71K 0.06% 188
2021
Q2 		$1.45M Buy
4,539
+164
+4% +$53K 0.06% 201
2021
Q1 		$1.44M Sell
4,375
-35
-0.8% -$9.91K 0.07% 200
2020
Q4 		$1.02M Buy
+4,410
New +$932K 0.05% 227

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

OneDigital Investment Advisors's URI Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its United Rentals (URI) stake by 21% in Q1 2026, selling an estimated $165K and leaving 747 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #908.

OneDigital Investment Advisors first reported a position in URI in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.59M in Q3 2021. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • OneDigital Investment Advisors held 747 shares of United Rentals worth $544K as of Q1 2026.
  • OneDigital Investment Advisors sold 197 United Rentals shares in Q1 2026, an estimated $165K.
  • United Rentals made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #908 holding.
  • OneDigital Investment Advisors first reported a position in United Rentals in Q4 2020 and has held it in 19 quarters since.
  • OneDigital Investment Advisors's United Rentals position peaked at $1.59M in Q3 2021.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.