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RFG Advisory’s United Rentals URI Stock Holding History

RFG Advisory’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 		$1.67M Sell
1,472
-733
-33% -$697K 0.03% 418
2026
Q1 		$1.61M Sell
2,205
-492
-18% -$413K 0.03% 395
2025
Q4 		$2.18M Buy
2,697
+106
+4% +$92K 0.04% 312
2025
Q3 		$2.47M Buy
2,591
+824
+47% +$734K 0.05% 272
2025
Q2 		$1.33M Sell
1,767
-69
-4% -$46.1K 0.03% 380
2025
Q1 		$1.15M Sell
1,836
-249
-12% -$171K 0.03% 376
2024
Q4 		$1.47M Buy
2,085
+348
+20% +$283K 0.04% 306
2024
Q3 		$1.41M Sell
1,737
-19
-1% -$13.7K 0.04% 310
2024
Q2 		$1.14M Buy
1,756
+286
+19% +$190K 0.04% 323
2024
Q1 		$1.06M Buy
1,470
+427
+41% +$274K 0.04% 342
2023
Q4 		$598K Buy
1,043
+167
+19% +$78.8K 0.02% 410
2023
Q3 		$389K Sell
876
-89
-9% -$40.7K 0.02% 452
2023
Q2 		$430K Sell
965
-176
-15% -$65.2K 0.02% 450
2023
Q1 		$452K Sell
1,141
-403
-26% -$169K 0.02% 435
2022
Q4 		$703K Sell
1,544
-180
-10% -$59.1K 0.04% 339
2022
Q3 		$565K Buy
+1,724
New +$502K 0.03% 349

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 $3.37T AUM 44.26% 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

RFG Advisory's URI Position: Q2 2026 in Review

RFG Advisory reduced its United Rentals (URI) stake by 33% in Q2 2026, selling an estimated $697K and leaving 1,472 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #418.

RFG Advisory first reported a position in URI in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.47M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • RFG Advisory held 1,472 shares of United Rentals worth $1.67M as of Q2 2026.
  • RFG Advisory sold 733 United Rentals shares in Q2 2026, an estimated $697K.
  • United Rentals made up 0.03% of RFG Advisory's portfolio in Q2 2026, its #418 holding.
  • RFG Advisory first reported a position in United Rentals in Q3 2022 and has held it in 16 quarters since.
  • RFG Advisory's United Rentals position peaked at $2.47M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.