SHWA
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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

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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Morgan Stanley
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return