Orion Portfolio Solutions’s United Rentals URI Stock Holding History

Orion Portfolio Solutions’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 Q1	$2.91M	Sell	4,645 -307	-6%	-$211K	0.03%	542
2024 Q4	$3.49M	Buy	4,952 +92	+2%	+$74.8K	0.03%	440
2024 Q3	$3.94M	Buy	4,860 +581	+14%	+$418K	0.04%	409
2024 Q2	$2.77M	Buy	4,279 +1,150	+37%	+$764K	0.03%	501
2024 Q1	$2.26M	Buy	3,129 +1,016	+48%	+$652K	0.02%	609
2023 Q4	$1.16M	Buy	2,113 +256	+14%	+$121K	0.01%	885
2023 Q3	$826K	Sell	1,857 -3,782	-67%	-$1.73M	0.01%	1012
2023 Q2	$2.51M	Sell	5,639 -993	-15%	-$368K	0.03%	549
2023 Q1	$2.62M	Buy	6,632 +5,730	+635%	+$2.41M	0.03%	483
2022 Q4	$321K	Buy	+902	New	+$296K	0.01%	645
2020 Q3	–	Sell	-219	Closed	-$33K	–	1959
2020 Q2	$33K	Sell	219 -344	-61%	-$43.6K	﹤0.01%	809
2020 Q1	$58K	Buy	563 +422	+299%	+$55.9K	﹤0.01%	556
2019 Q4	$24K	Buy	+141	New	+$20.5K	﹤0.01%	734

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's URI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its United Rentals (URI) stake by 6.2% in Q1 2025, selling an estimated $211K and leaving 4,645 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #542.

Orion Portfolio Solutions first reported a position in URI in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.94M in Q3 2024. 1,299 funds tracked by Wall St. Rank hold URI as of Q1 2025.

Orion Portfolio Solutions held 4,645 shares of United Rentals worth $2.91M as of Q1 2025.
Orion Portfolio Solutions sold 307 United Rentals shares in Q1 2025, an estimated $211K.
United Rentals made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #542 holding.
Orion Portfolio Solutions first reported a position in United Rentals in Q4 2019 and has held it in 13 quarters since.
Orion Portfolio Solutions's United Rentals position peaked at $3.94M in Q3 2024.
1,299 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.