Sonora Investment Management Group’s United Rentals URI Stock Holding History

Sonora Investment Management Group’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
2025 Q3	$984K	Sell	1,031 -4	-0.4%	-$3.56K	0.07%	130
2025 Q2	$780K	Sell	1,035 -17	-2%	-$11.4K	0.06%	143
2025 Q1	$659K	Buy	1,052 +10	+1%	+$6.87K	0.05%	145
2024 Q4	$734K	Buy	1,042 +35	+3%	+$28.4K	0.06%	143
2024 Q3	$815K	Buy	1,007 +14	+1%	+$10.1K	0.06%	142
2024 Q2	$716K	Hold	993	–	–	0.06%	151
2024 Q1	$716K	Buy	993 +6	+0.6%	+$3.85K	0.06%	151
2023 Q4	$566K	Hold	987	–	–	0.05%	157
2023 Q3	$439K	Buy	987 +267	+37%	+$122K	0.04%	167
2023 Q2	$321K	Hold	720	–	–	0.03%	201
2023 Q1	$285K	Sell	720 -50	-6%	-$21K	0.02%	216
2022 Q4	$274K	Buy	+770	New	+$253K	0.02%	217
2022 Q2	–	Sell	-675	Closed	-$240K	–	260
2022 Q1	$240K	Sell	675 -25	-4%	-$8.16K	0.03%	184
2021 Q4	$233K	Buy	+700	New	+$250K	0.03%	187

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sonora Investment Management Group's URI Position: Q3 2025 in Review

Sonora Investment Management Group reduced its United Rentals (URI) stake by 0.39% in Q3 2025, selling an estimated $3.56K and leaving 1,031 shares worth $984K. The position accounts for 0.07% of the portfolio, ranked #130.

Sonora Investment Management Group first reported a position in URI in Q4 2021 and has held it in 14 quarters since. 1,451 funds tracked by Wall St. Rank hold URI as of Q3 2025.

Sonora Investment Management Group held 1,031 shares of United Rentals worth $984K as of Q3 2025.
Sonora Investment Management Group sold 4 United Rentals shares in Q3 2025, an estimated $3.56K.
United Rentals made up 0.07% of Sonora Investment Management Group's portfolio in Q3 2025, its #130 holding.
Sonora Investment Management Group first reported a position in United Rentals in Q4 2021 and has held it in 14 quarters since.
1,451 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.