SageView Advisory Group’s United Rentals URI Stock Holding History

SageView Advisory Group’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	$215K	Sell	266 -116	-30%	-$101K	0.01%	577
2025 Q3	$365K	Buy	+382	New	+$340K	0.01%	458
2025 Q1	–	Sell	-650	Closed	-$458K	–	621
2024 Q4	$458K	Sell	650 -32	-5%	-$26K	0.02%	359
2024 Q3	$552K	Buy	682 +54	+9%	+$38.8K	0.03%	290
2024 Q2	$406K	Sell	628 -3,203	-84%	-$2.13M	0.02%	373
2024 Q1	$942K	Buy	3,831 +3,018	+371%	+$1.94M	0.05%	210
2023 Q4	$523K	Buy	+813	New	+$383K	0.02%	384

Other funds holding URI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's URI Position: Q4 2025 in Review

SageView Advisory Group reduced its United Rentals (URI) stake by 30% in Q4 2025, selling an estimated $101K and leaving 266 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #577.

SageView Advisory Group first reported a position in URI in Q4 2023 and has held it in 7 quarters since. The position peaked at $942K in Q1 2024. 1,530 funds tracked by Wall St. Rank hold URI as of Q4 2025.

SageView Advisory Group held 266 shares of United Rentals worth $215K as of Q4 2025.
SageView Advisory Group sold 116 United Rentals shares in Q4 2025, an estimated $101K.
United Rentals made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #577 holding.
SageView Advisory Group first reported a position in United Rentals in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's United Rentals position peaked at $942K in Q1 2024.
1,530 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.