SWA
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SOA Wealth Advisors’s United Rentals URI Stock Holding History

SOA 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 		$7.82K Hold
7,817
– – ﹤0.01% 622
2025
Q4 		$7.82K Hold
7,817
– – ﹤0.01% 625
2025
Q3 		$7.82K Hold
7,817
– – ﹤0.01% 635
2025
Q2 		$7.82K Buy
7,817
+329
+4% +$220K ﹤0.01% 623
2025
Q1 		$7.49K Buy
+7,488
New +$5.15M ﹤0.01% 595
2022
Q2 		– Sell
-3
Closed -$1K – 1042
2022
Q1 		$1K Hold
3
– – ﹤0.01% 877
2021
Q4 		$0 Hold
3
– – ﹤0.01% 997
2021
Q3 		$1K Hold
3
– – ﹤0.01% 876
2021
Q2 		$0 Buy
3
+1
+50% +$323 ﹤0.01% 976
2021
Q1 		$0 Hold
2
– – ﹤0.01% 933
2020
Q4 		$0 Buy
+2
New +$423 ﹤0.01% 895

Other funds holding URI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return