SFMG Wealth Advisors’s United Rentals URI Stock Holding History

SFMG 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
2026 Q1	–	Sell	-248	Closed	-$201K	–	340
2025 Q4	$201K	Buy	+248	New	+$215K	0.01%	285

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

SFMG Wealth Advisors's URI Position: Q1 2026 in Review

SFMG Wealth Advisors sold out of United Rentals (URI) in Q1 2026, closing a stake of 248 shares — an estimated $201K sold.

SFMG Wealth Advisors first reported a position in URI in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 1,462 funds tracked by Wall St. Rank hold URI as of Q1 2026.

SFMG Wealth Advisors reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
SFMG Wealth Advisors sold 248 United Rentals shares in Q1 2026, an estimated $201K.
SFMG Wealth Advisors first reported a position in United Rentals in Q4 2025 and held it in 1 quarter.
SFMG Wealth Advisors's United Rentals position peaked at $201K in Q4 2025.
1,462 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.