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PFG Investments’s United Rentals URI Stock Holding History

PFG Investments’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 		$854K Buy
1,172
+11
+0.9% +$9.24K 0.04% 402
2025
Q4 		$940K Sell
1,161
-13
-1% -$11.3K 0.04% 364
2025
Q3 		$1.12M Sell
1,174
-15
-1% -$13.4K 0.06% 303
2025
Q2 		$896K Sell
1,189
-110
-8% -$73.6K 0.05% 335
2025
Q1 		$814K Buy
1,299
+3
+0.2% +$2.06K 0.05% 346
2024
Q4 		$913K Sell
1,296
-32
-2% -$26K 0.06% 315
2024
Q3 		$1.08M Buy
1,328
+76
+6% +$54.7K 0.07% 285
2024
Q2 		$810K Sell
1,252
-2
-0.2% -$1.33K 0.06% 316
2024
Q1 		$904K Buy
+1,254
New +$805K 0.05% 356

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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