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Sequoia Financial Advisors’s United Rentals URI Stock Holding History

Sequoia Financial 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
2026
Q2 		$3.93M Buy
3,472
+317
+10% +$302K 0.02% 392
2026
Q1 		$2.3M Sell
3,155
-86
-3% -$72.2K 0.01% 558
2025
Q4 		$2.62M Buy
3,241
+1,109
+52% +$963K 0.01% 495
2025
Q3 		$2.04M Buy
2,132
+288
+16% +$257K 0.01% 515
2025
Q2 		$1.39M Buy
1,844
+424
+30% +$284K 0.01% 576
2025
Q1 		$890K Sell
1,420
-139
-9% -$95.6K 0.01% 663
2024
Q4 		$1.1M Buy
1,559
+213
+16% +$173K 0.01% 555
2024
Q3 		$1.09M Buy
1,346
+140
+12% +$101K 0.01% 514
2024
Q2 		$780K Buy
1,206
+91
+8% +$60.5K 0.01% 552
2024
Q1 		$804K Sell
1,115
-585
-34% -$375K 0.01% 530
2023
Q4 		$975K Buy
1,700
+731
+75% +$345K 0.01% 533
2023
Q3 		$431K Buy
969
+17
+2% +$7.78K 0.01% 560
2023
Q2 		$424K Buy
952
+52
+6% +$19.3K 0.01% 578
2023
Q1 		$356K Sell
900
-49
-5% -$20.6K 0.01% 566
2022
Q4 		$337K Buy
+949
New +$312K 0.01% 549
2022
Q2 		– Sell
-611
Closed -$217K – 682
2022
Q1 		$217K Buy
+611
New +$200K 0.01% 599

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequoia Financial Advisors's URI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its United Rentals (URI) stake by 10% in Q2 2026, buying an estimated $302K and bringing the position to 3,472 shares worth $3.93M. The position accounts for 0.02% of the portfolio, ranked #392.

Sequoia Financial Advisors first reported a position in URI in Q1 2022 and has held it in 16 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Sequoia Financial Advisors held 3,472 shares of United Rentals worth $3.93M as of Q2 2026.
  • Sequoia Financial Advisors bought 317 United Rentals shares in Q2 2026, an estimated $302K.
  • United Rentals made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #392 holding.
  • Sequoia Financial Advisors first reported a position in United Rentals in Q1 2022 and has held it in 16 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.