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Souders Financial Advisors’s United Rentals URI Stock Holding History

Souders Financial 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 		$869K Sell
767
-35
-4% -$33.3K 0.09% 109
2026
Q1 		$584K Sell
802
-102
-11% -$85.7K 0.07% 131
2025
Q4 		$731K Sell
904
-178
-16% -$155K 0.08% 109
2025
Q3 		$1.03M Buy
1,082
+95
+10% +$84.7K 0.12% 87
2025
Q2 		$743K Sell
987
-440
-31% -$294K 0.09% 108
2025
Q1 		$894K Sell
1,427
-1,669
-54% -$1.15M 0.12% 97
2024
Q4 		$2.18M Sell
3,096
-1,299
-30% -$1.06M 0.3% 69
2024
Q3 		$3.56M Buy
4,395
+100
+2% +$71.9K 0.5% 61
2024
Q2 		$2.78M Buy
+4,295
New +$2.85M 0.42% 65

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Souders Financial Advisors's URI Position: Q2 2026 in Review

Souders Financial Advisors reduced its United Rentals (URI) stake by 4.4% in Q2 2026, selling an estimated $33.3K and leaving 767 shares worth $869K. The position accounts for 0.09% of the portfolio, ranked #109.

Souders Financial Advisors first reported a position in URI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.56M in Q3 2024. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Souders Financial Advisors held 767 shares of United Rentals worth $869K as of Q2 2026.
  • Souders Financial Advisors sold 35 United Rentals shares in Q2 2026, an estimated $33.3K.
  • United Rentals made up 0.09% of Souders Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Souders Financial Advisors first reported a position in United Rentals in Q2 2024 and has held it in 9 quarters since.
  • Souders Financial Advisors's United Rentals position peaked at $3.56M in Q3 2024.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.