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ORBA Wealth Advisors’s United Rentals URI Stock Holding History

ORBA Wealth 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
Q2 		– Sell
-422
Closed -$264K – 107
2025
Q1 		$264K Hold
422
– – 0.13% 93
2024
Q4 		$297K Hold
422
– – 0.16% 86
2024
Q3 		$342K Hold
422
– – 0.17% 84
2024
Q2 		$273K Buy
422
+12
+3% +$7.97K 0.14% 88
2024
Q1 		$296K Hold
410
– – 0.16% 81
2023
Q4 		$235K Buy
+410
New +$193K 0.14% 83

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ORBA Wealth Advisors's URI Position: Q2 2025 in Review

ORBA Wealth Advisors sold out of United Rentals (URI) in Q2 2025, closing a stake of 422 shares — an estimated $264K sold.

ORBA Wealth Advisors first reported a position in URI in Q4 2023 and held it in 6 quarters. The position peaked at $342K in Q3 2024. 1,348 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • ORBA Wealth Advisors reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 422 United Rentals shares in Q2 2025, an estimated $264K.
  • ORBA Wealth Advisors first reported a position in United Rentals in Q4 2023 and held it in 6 quarters.
  • ORBA Wealth Advisors's United Rentals position peaked at $342K in Q3 2024.
  • 1,348 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on ORBA Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.