OF
URI icon

Optimize Financial’s United Rentals URI Stock Holding History

Optimize Financial’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
Q3 		– Sell
-349
Closed -$263K – 436
2025
Q2 		$263K Sell
349
-2
-0.6% -$1.34K 0.16% 171
2025
Q1 		$220K Buy
351
+50
+17% +$34.4K 0.08% 174
2024
Q4 		$212K Buy
+301
New +$245K 0.16% 205

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Optimize Financial's URI Position: Q3 2025 in Review

Optimize Financial sold out of United Rentals (URI) in Q3 2025, closing a stake of 349 shares — an estimated $263K sold.

Optimize Financial first reported a position in URI in Q4 2024 and held it in 3 quarters. The position peaked at $263K in Q2 2025. 1,452 funds tracked by Wall St. Rank hold URI as of Q3 2025.

  • Optimize Financial reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 349 United Rentals shares in Q3 2025, an estimated $263K.
  • Optimize Financial first reported a position in United Rentals in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's United Rentals position peaked at $263K in Q2 2025.
  • 1,452 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.