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Principal Securities’s United Rentals URI Stock Holding History

Principal Securities’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 		$2.17M Buy
2,981
+203
+7% +$171K 0.03% 464
2025
Q4 		$2.25M Sell
2,778
-5
-0.2% -$4.34K 0.03% 430
2025
Q3 		$2.66M Sell
2,783
-12
-0.4% -$10.7K 0.04% 369
2025
Q2 		$2.11M Buy
2,795
+135
+5% +$90.3K 0.04% 394
2025
Q1 		$1.87M Buy
2,660
+2
+0.1% +$1.38K 0.04% 380
2024
Q4 		$1.87M Buy
2,658
+805
+43% +$654K 0.04% 379
2024
Q3 		$1.5M Buy
1,853
+274
+17% +$197K 0.04% 428
2024
Q2 		$1.02M Buy
1,579
+125
+9% +$83.1K 0.03% 475
2024
Q1 		$1.05M Sell
1,454
-191
-12% -$123K 0.03% 441
2023
Q4 		$943K Buy
+1,645
New +$776K 0.04% 431

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