PMSA
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Patrick M. Sweeney & Associates’s United Rentals URI Stock Holding History

Patrick M. Sweeney & Associates’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
2026
Q1 		$807K Hold
1,108
– – 0.52% 48
2025
Q4 		$897K Sell
1,108
-22
-2% -$19.1K 0.56% 43
2025
Q3 		$1.08M Sell
1,130
-11
-1% -$9.8K 0.7% 33
2025
Q2 		$904K Buy
1,141
+31
+3% +$20.7K 0.62% 39
2025
Q1 		$696K Sell
1,110
-15
-1% -$10.3K 0.52% 47
2024
Q4 		$792K Sell
1,125
-19
-2% -$15.4K 0.59% 44
2024
Q3 		$926K Sell
1,144
-7
-0.6% -$5.04K 0.68% 33
2024
Q2 		$744K Sell
1,151
-5
-0.4% -$3.32K 0.6% 37
2024
Q1 		$834K Sell
1,156
-46
-4% -$29.5K 0.69% 34
2023
Q4 		$689K Buy
+1,202
New +$567K 0.63% 38

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VCM
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return