Resonant Capital Advisors’s United Rentals URI Stock Holding History

Resonant Capital 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 Q1	$380K	Buy	521 +2	+0.4%	+$1.68K	0.02%	328
2025 Q4	$420K	Sell	519 -79	-13%	-$68.6K	0.02%	275
2025 Q3	$571K	Buy	598 +7	+1%	+$6.24K	0.03%	230
2025 Q2	$445K	Buy	591 +125	+27%	+$83.6K	0.03%	254
2025 Q1	$292K	Sell	466 -14	-3%	-$9.62K	0.02%	293
2024 Q4	$338K	Buy	480 +6	+1%	+$4.88K	0.02%	250
2024 Q3	$384K	Buy	474 +15	+3%	+$10.8K	0.03%	236
2024 Q2	$297K	Buy	459 +11	+2%	+$7.31K	0.02%	270
2024 Q1	$323K	Buy	+448	New	+$287K	0.03%	258

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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