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 Q2	–	Sell	-7,817	Closed	-$7.82K	–	944
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	–	1040
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	877
2021 Q4	$0	Hold	3	–	–	﹤0.01%	996
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	876
2021 Q2	$0	Buy	3 +1	+50%	+$323	﹤0.01%	973
2021 Q1	$0	Hold	2	–	–	﹤0.01%	931
2020 Q4	$0	Buy	+2	New	+$423	﹤0.01%	893

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

SOA Wealth Advisors's URI Position: Q2 2026 in Review

SOA Wealth Advisors sold out of United Rentals (URI) in Q2 2026, closing a stake of 7,817 shares — an estimated $7.82K sold.

SOA Wealth Advisors first reported a position in URI in Q4 2020 and held it in 11 quarters. The position peaked at $7.82K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

SOA Wealth Advisors reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 7,817 United Rentals shares in Q2 2026, an estimated $7.82K.
SOA Wealth Advisors first reported a position in United Rentals in Q4 2020 and held it in 11 quarters.
SOA Wealth Advisors's United Rentals position peaked at $7.82K in Q1 2026.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.