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Patriot Financial Group Insurance Agency’s United Rentals URI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-1,138
Closed -$1.09M – 545
2025
Q3 		$1.09M Sell
1,138
-27
-2% -$24.1K 0.14% 184
2025
Q2 		$878K Buy
1,165
+252
+28% +$169K 0.1% 225
2025
Q1 		$572K Buy
913
+106
+13% +$72.9K 0.08% 272
2024
Q4 		$568K Buy
807
+54
+7% +$43.9K 0.08% 265
2024
Q3 		$610K Buy
753
+71
+10% +$51.1K 0.08% 263
2024
Q2 		$441K Buy
682
+119
+21% +$79.1K 0.06% 288
2024
Q1 		$406K Sell
563
-71
-11% -$45.6K 0.06% 304
2023
Q4 		$363K Buy
634
+152
+32% +$71.7K 0.07% 298
2023
Q3 		$214K Buy
+482
New +$221K 0.04% 406
2022
Q3 		– Sell
-43
Closed -$10K – 1860
2022
Q2 		$10K Sell
43
-132
-75% -$38.8K ﹤0.01% 1262
2022
Q1 		$62K Buy
175
+10
+6% +$3.27K 0.01% 721
2021
Q4 		$55K Buy
165
+75
+83% +$26.7K 0.01% 829
2021
Q3 		$32K Buy
90
+27
+43% +$9.06K 0.01% 1025
2021
Q2 		$20K Buy
63
+43
+215% +$13.9K ﹤0.01% 1188
2021
Q1 		$7K Buy
+20
New +$5.66K ﹤0.01% 1481
2020
Q1 		– Sell
-5
Closed -$1K – 1747
2019
Q4 		$1K Buy
+5
New +$726 ﹤0.01% 1266
2017
Q3 		– Sell
-42
Closed -$5K – 947
2017
Q2 		$5K Buy
+42
New +$4.69K 0.01% 689

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's URI Position: Q4 2025 in Review

Patriot Financial Group Insurance Agency sold out of United Rentals (URI) in Q4 2025, closing a stake of 1,138 shares — an estimated $1.09M sold.

Patriot Financial Group Insurance Agency first reported a position in URI in Q2 2017 and held it in 17 quarters. The position peaked at $1.09M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Patriot Financial Group Insurance Agency reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,138 United Rentals shares in Q4 2025, an estimated $1.09M.
  • Patriot Financial Group Insurance Agency first reported a position in United Rentals in Q2 2017 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's United Rentals position peaked at $1.09M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2025, filed 26 Jan 2026.