Safe Harbor Wealth Advisors’s United Rentals URI Stock Holding History

Safe Harbor Wealth 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	$354K	Buy	+407	New	+$353K	0.34%	58

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Safe Harbor Wealth Advisors's URI Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in United Rentals (URI) in Q4 2025: 407 shares worth $354K. The stake represents 0.34% of the portfolio and ranks #58 among its holdings.

1,535 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Safe Harbor Wealth Advisors held 407 shares of United Rentals worth $354K as of Q4 2025.
United Rentals was a new Safe Harbor Wealth Advisors position in Q4 2025.
United Rentals made up 0.34% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #58 holding.
1,535 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.