Quantum Financial Advisors’s United Rentals URI Stock Holding History

Quantum 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	$493K	Buy	435 +1	+0.2%	+$951	0.05%	125
2026 Q1	$316K	Sell	434 -1	-0.2%	-$840	0.04%	154
2025 Q4	$352K	Buy	435 +1	+0.2%	+$868	0.04%	143
2025 Q3	$414K	Hold	434	–	–	0.05%	109
2025 Q2	$327K	Hold	434	–	–	0.04%	124
2025 Q1	$272K	Hold	434	–	–	0.04%	131
2024 Q4	$306K	Hold	434	–	–	0.05%	123
2024 Q3	$351K	Hold	434	–	–	0.06%	113
2024 Q2	$281K	Hold	434	–	–	0.05%	125
2024 Q1	$313K	Hold	434	–	–	0.06%	110
2023 Q4	$249K	Buy	+434	New	+$205K	0.06%	102

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Quantum Financial Advisors's URI Position: Q2 2026 in Review

Quantum Financial Advisors increased its United Rentals (URI) stake by 0.23% in Q2 2026, buying an estimated $951 and bringing the position to 435 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #125.

Quantum Financial Advisors first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,587 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Quantum Financial Advisors held 435 shares of United Rentals worth $493K as of Q2 2026.
Quantum Financial Advisors bought 1 United Rentals share in Q2 2026, an estimated $951.
United Rentals made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #125 holding.
Quantum Financial Advisors first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
1,587 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.