Paragon Advisors’s United Rentals URI Stock Holding History

Paragon 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 Q3	–	Sell	-453	Closed	-$341K	–	86
2025 Q2	$341K	Buy	+453	New	+$303K	0.09%	67

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Paragon Advisors's URI Position: Q3 2025 in Review

Paragon Advisors sold out of United Rentals (URI) in Q3 2025, closing a stake of 453 shares — an estimated $341K sold.

Paragon Advisors first reported a position in URI in Q2 2025 and held it in 1 quarter. The position peaked at $341K in Q2 2025. 1,450 funds tracked by Wall St. Rank hold URI as of Q3 2025.

Paragon Advisors reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
Paragon Advisors sold 453 United Rentals shares in Q3 2025, an estimated $341K.
Paragon Advisors first reported a position in United Rentals in Q2 2025 and held it in 1 quarter.
Paragon Advisors's United Rentals position peaked at $341K in Q2 2025.
1,450 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Paragon Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.