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Pacific Capital Wealth Advisors’s United Rentals URI Stock Holding History

Pacific Capital 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
Q1 		– Sell
-24
Closed -$16.9K – 360
2024
Q4 		$16.9K Hold
24
– – ﹤0.01% 233
2024
Q3 		$19.4K Hold
24
– – ﹤0.01% 246
2024
Q2 		$15.5K Buy
24
+19
+380% +$12.6K ﹤0.01% 263
2024
Q1 		$3.61K Buy
+5
New +$3.21K ﹤0.01% 365

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pacific Capital Wealth Advisors's URI Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of United Rentals (URI) in Q1 2025, closing a stake of 24 shares — an estimated $16.9K sold.

Pacific Capital Wealth Advisors first reported a position in URI in Q1 2024 and held it in 4 quarters. The position peaked at $19.4K in Q3 2024. 1,303 funds tracked by Wall St. Rank hold URI as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining United Rentals position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 24 United Rentals shares in Q1 2025, an estimated $16.9K.
  • Pacific Capital Wealth Advisors first reported a position in United Rentals in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's United Rentals position peaked at $19.4K in Q3 2024.
  • 1,303 funds tracked by Wall St. Rank held United Rentals as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.