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Realta Investment Advisors’s United Rentals URI Stock Holding History

Realta Investment 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 		$516K Sell
455
-1
-0.2% -$951 0.16% 134
2026
Q1 		$332K Buy
456
+1
+0.2% +$840 0.12% 151
2025
Q4 		$368K Sell
455
-2
-0.4% -$1.74K 0.12% 150
2025
Q3 		$436K Hold
457
– – 0.15% 129
2025
Q2 		$344K Hold
457
– – 0.14% 134
2025
Q1 		$286K Buy
457
+92
+25% +$63.2K 0.13% 143
2024
Q4 		$254K Buy
365
+90
+33% +$73.2K 0.1% 165
2024
Q3 		$230K Buy
+275
New +$198K 0.11% 168
2024
Q2 		– Sell
-374
Closed -$269K – 827
2024
Q1 		$269K Sell
374
-50
-12% -$32.1K 0.06% 340
2023
Q4 		$243K Sell
424
-31
-7% -$14.6K 0.05% 359
2023
Q3 		$203K Hold
455
– – 0.05% 382
2023
Q2 		$203K Buy
+455
New +$169K 0.04% 393
2023
Q1 		– Sell
-586
Closed -$208K – 795
2022
Q4 		$208K Buy
+586
New +$193K 0.05% 380
2020
Q1 		– Sell
-954
Closed -$147K – 1324
2019
Q4 		$147K Buy
954
+93
+11% +$13.5K 0.04% 407
2019
Q3 		$104K Buy
861
+89
+12% +$10.8K 0.03% 488
2019
Q2 		$102K Buy
772
+460
+147% +$58.4K 0.03% 494
2019
Q1 		$35K Buy
+312
New +$38.5K 0.02% 640

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Realta Investment Advisors's URI Position: Q2 2026 in Review

Realta Investment Advisors reduced its United Rentals (URI) stake by 0.22% in Q2 2026, selling an estimated $951 and leaving 455 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #134.

Realta Investment Advisors first reported a position in URI in Q1 2019 and has held it in 17 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Realta Investment Advisors held 455 shares of United Rentals worth $516K as of Q2 2026.
  • Realta Investment Advisors sold 1 United Rentals share in Q2 2026, an estimated $951.
  • United Rentals made up 0.16% of Realta Investment Advisors's portfolio in Q2 2026, its #134 holding.
  • Realta Investment Advisors first reported a position in United Rentals in Q1 2019 and has held it in 17 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.