PFG Advisors’s United Rentals URI Stock Holding History

PFG 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
2026 Q1	$724K	Buy	994 +55	+6%	+$46.2K	0.04%	455
2025 Q4	$760K	Sell	939 -14	-1%	-$12.2K	0.04%	439
2025 Q3	$909K	Buy	953 +100	+12%	+$89.1K	0.04%	421
2025 Q2	$643K	Sell	853 -30	-3%	-$20.1K	0.03%	374
2025 Q1	$553K	Buy	883 +36	+4%	+$24.7K	0.03%	444
2024 Q4	$597K	Sell	847 -172	-17%	-$140K	0.04%	422
2024 Q3	$825K	Buy	1,019 +17	+2%	+$12.2K	0.05%	341
2024 Q2	$648K	Buy	1,002 +75	+8%	+$49.8K	0.04%	380
2024 Q1	$669K	Buy	927 +249	+37%	+$160K	0.05%	342
2023 Q4	$389K	Sell	678 -29	-4%	-$13.7K	0.03%	417
2023 Q3	$314K	Sell	707 -7	-1%	-$3.2K	0.03%	441
2023 Q2	$318K	Buy	714 +169	+31%	+$62.6K	0.02%	504
2023 Q1	$216K	Buy	+545	New	+$229K	0.02%	589

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