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Soltis Investment Advisors’s United Rentals URI Stock Holding History

Soltis Investment 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 		$273K Buy
+241
New +$229K 0.02% 525
2023
Q1 		– Sell
-6,082
Closed -$2.16M – 275
2022
Q4 		$2.16M Buy
+6,082
New +$2M 0.28% 97

Other funds holding URI

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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

Soltis Investment Advisors's URI Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in United Rentals (URI) in Q2 2026: 241 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #525 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in URI as recently as Q4 2022.

Soltis Investment Advisors first reported a position in URI in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.16M in Q4 2022. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Soltis Investment Advisors held 241 shares of United Rentals worth $273K as of Q2 2026.
  • United Rentals was a new Soltis Investment Advisors position in Q2 2026.
  • United Rentals made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #525 holding.
  • Soltis Investment Advisors first reported a position in United Rentals in Q4 2022 and has held it in 2 quarters since.
  • Soltis Investment Advisors's United Rentals position peaked at $2.16M in Q4 2022.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.