Stephens Consulting’s United Rentals URI Stock Holding History

Stephens Consulting’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	–	Sell	-1	Closed	-$754	–	1126
2025 Q2	$754	Buy	+1	New	+$669	﹤0.01%	770

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

Stephens Consulting's URI Position: Q3 2025 in Review

Stephens Consulting sold out of United Rentals (URI) in Q3 2025, closing a stake of 1 share — an estimated $754 sold.

Stephens Consulting first reported a position in URI in Q2 2025 and held it in 1 quarter. The position peaked at $754 in Q2 2025. 1,452 funds tracked by Wall St. Rank hold URI as of Q3 2025.

Stephens Consulting reported no remaining United Rentals position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 United Rentals share in Q3 2025, an estimated $754.
Stephens Consulting first reported a position in United Rentals in Q2 2025 and held it in 1 quarter.
Stephens Consulting's United Rentals position peaked at $754 in Q2 2025.
1,452 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.