Seven Mile Advisory’s United Rentals URI Stock Holding History

Seven Mile Advisory’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	-259	Closed	-$210K	–	284
2025 Q4	$210K	Sell	259 -35	-12%	-$30.4K	0.04%	235
2025 Q3	$281K	Buy	+294	New	+$262K	0.05%	213

Other funds holding URI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Seven Mile Advisory's URI Position: Q1 2026 in Review

Seven Mile Advisory sold out of United Rentals (URI) in Q1 2026, closing a stake of 259 shares — an estimated $210K sold.

Seven Mile Advisory first reported a position in URI in Q3 2025 and held it in 2 quarters. The position peaked at $281K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Seven Mile Advisory reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
Seven Mile Advisory sold 259 United Rentals shares in Q1 2026, an estimated $210K.
Seven Mile Advisory first reported a position in United Rentals in Q3 2025 and held it in 2 quarters.
Seven Mile Advisory's United Rentals position peaked at $281K in Q3 2025.
1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.