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Plante Moran Financial Advisors’s United Rentals URI Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-50
Closed -$36.4K – 1645
2026
Q1 		$36.4K Buy
+50
New +$42K ﹤0.01% 352
2025
Q3 		– Sell
-7
Closed -$5.27K – 868
2025
Q2 		$5.27K Sell
7
-113
-94% -$75.6K ﹤0.01% 627
2025
Q1 		$75.2K Buy
+120
New +$82.5K 0.01% 280
2024
Q1 		– Sell
-3
Closed -$1.72K – 932
2023
Q4 		$1.72K Buy
+3
New +$1.42K ﹤0.01% 738
2023
Q1 		– Sell
-4
Closed -$1.42K – 907
2022
Q4 		$1.42K Sell
4
-7
-64% -$2.3K ﹤0.01% 755
2022
Q3 		$3K Sell
11
-20
-65% -$5.82K ﹤0.01% 766
2022
Q2 		$8K Sell
31
-80
-72% -$23.5K ﹤0.01% 655
2022
Q1 		$39K Sell
111
-64
-37% -$20.9K 0.01% 371
2021
Q4 		$58K Buy
175
+64
+58% +$22.8K 0.01% 334
2021
Q3 		$39K Sell
111
-15
-12% -$5.04K 0.01% 426
2021
Q2 		$40K Buy
126
+115
+1,045% +$37.1K 0.01% 421
2021
Q1 		$4K Hold
11
– – ﹤0.01% 831
2020
Q4 		$3K Buy
+11
New +$2.32K ﹤0.01% 755
2019
Q2 		– Sell
-100
Closed -$11K – 844
2019
Q1 		$11K Buy
+100
New +$12.3K ﹤0.01% 542
2018
Q2 		– Sell
-66
Closed -$11K – 973
2018
Q1 		$11K Buy
66
+10
+18% +$1.78K 0.01% 596
2017
Q4 		$10K Buy
56
+21
+60% +$3.2K 0.01% 601
2017
Q3 		$5K Hold
35
– – ﹤0.01% 661
2017
Q2 		$4K Hold
35
– – ﹤0.01% 700
2017
Q1 		$4K Hold
35
– – ﹤0.01% 738
2016
Q4 		$4K Hold
35
– – ﹤0.01% 774
2016
Q3 		$3K Sell
35
-231
-87% -$17.7K ﹤0.01% 804
2016
Q2 		$18K Buy
266
+231
+660% +$15.1K 0.01% 449
2016
Q1 		$2K Buy
35
+10
+40% +$556 ﹤0.01% 756
2015
Q4 		$2K Buy
+25
New +$1.81K ﹤0.01% 875

Other funds holding URI

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's URI Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of United Rentals (URI) in Q2 2026, closing a stake of 50 shares — an estimated $36.4K sold.

Plante Moran Financial Advisors first reported a position in URI in Q4 2015 and held it in 24 quarters. The position peaked at $75.2K in Q1 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Plante Moran Financial Advisors reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 50 United Rentals shares in Q2 2026, an estimated $36.4K.
  • Plante Moran Financial Advisors first reported a position in United Rentals in Q4 2015 and held it in 24 quarters.
  • Plante Moran Financial Advisors's United Rentals position peaked at $75.2K in Q1 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.