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Rise Advisors’s United Rentals URI Stock Holding History

Rise 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
2025
Q4 		– Sell
-47
Closed -$44.4K – 1359
2025
Q3 		$44.4K Buy
47
+3
+7% +$2.67K 0.02% 276
2025
Q2 		$33.5K Buy
44
+3
+7% +$2.01K 0.01% 313
2025
Q1 		$25.9K Buy
41
+1
+3% +$687 0.01% 373
2024
Q4 		$28.4K Buy
40
+1
+3% +$813 0.01% 426
2024
Q3 		$31.7K Hold
39
– – 0.02% 390
2024
Q2 		$25.3K Hold
39
– – 0.01% 471
2024
Q1 		$28.1K Buy
+39
New +$25K 0.02% 415

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rise Advisors's URI Position: Q4 2025 in Review

Rise Advisors sold out of United Rentals (URI) in Q4 2025, closing a stake of 47 shares — an estimated $44.4K sold.

Rise Advisors first reported a position in URI in Q1 2024 and held it in 7 quarters. The position peaked at $44.4K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Rise Advisors reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 47 United Rentals shares in Q4 2025, an estimated $44.4K.
  • Rise Advisors first reported a position in United Rentals in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's United Rentals position peaked at $44.4K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.