Personal CFO Solutions’s United Rentals URI Stock Holding History

Personal CFO 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
2026 Q1	$300K	Sell	412 -14	-3%	-$11.8K	0.04%	377
2025 Q4	$345K	Buy	426 +39	+10%	+$33.9K	0.05%	317
2025 Q3	$370K	Buy	387 +23	+6%	+$20.5K	0.06%	280
2025 Q2	$274K	Buy	364 +27	+8%	+$18.1K	0.05%	357
2025 Q1	$211K	Buy	+337	New	+$232K	0.04%	414
2023 Q2	–	Sell	-624	Closed	-$247K	–	515
2023 Q1	$247K	Sell	624 -126	-17%	-$52.9K	0.05%	370
2022 Q4	$267K	Buy	750 +2	+0.3%	+$657	0.06%	336
2022 Q3	$202K	Buy	+748	New	+$218K	0.05%	373
2021 Q4	–	Sell	-2,474	Closed	-$868K	–	518
2021 Q3	$868K	Sell	2,474 -10	-0.4%	-$3.36K	0.18%	119
2021 Q2	$792K	Buy	2,484 +103	+4%	+$33.3K	0.16%	123
2021 Q1	$784K	Buy	2,381 +22	+0.9%	+$6.23K	0.17%	115
2020 Q4	$547K	Sell	2,359 -1,052	-31%	-$222K	0.14%	142
2020 Q3	$1K	Sell	3,411 -130	-4%	-$21.9K	0.33%	122
2020 Q2	$528K	Buy	3,541 +622	+21%	+$78.9K	0.16%	124
2020 Q1	$300K	Sell	2,919 -585	-17%	-$77.5K	0.11%	174
2019 Q4	$584K	Buy	+3,504	New	+$509K	0.17%	128

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 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