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
2026 Q1	–	Sell	-266	Closed	-$215K	–	2323
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

SageView Advisory Group's URI Position: Q1 2026 in Review

SageView Advisory Group sold out of United Rentals (URI) in Q1 2026, closing a stake of 266 shares — an estimated $215K sold.

SageView Advisory Group first reported a position in URI in Q4 2023 and held it in 7 quarters. The position peaked at $942K in Q1 2024. 1,463 funds tracked by Wall St. Rank hold URI as of Q1 2026.

SageView Advisory Group reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 266 United Rentals shares in Q1 2026, an estimated $215K.
SageView Advisory Group first reported a position in United Rentals in Q4 2023 and held it in 7 quarters.
SageView Advisory Group's United Rentals position peaked at $942K in Q1 2024.
1,463 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.