Stratos Wealth Advisors
URI icon

Stratos Wealth Advisors’s United Rentals URI Stock Holding History

Stratos 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
Q3 		$742K Buy
741
+10
+1% +$10.7K 0.04% 330
2026
Q2 		$829K Sell
731
-5
-0.7% -$4.76K 0.05% 307
2026
Q1 		$537K Buy
736
+8
+1% +$6.72K 0.03% 374
2025
Q4 		$590K Sell
728
-129
-15% -$112K 0.03% 402
2025
Q3 		$819K Buy
857
+83
+11% +$74K 0.04% 354
2025
Q2 		$583K Buy
774
+90
+13% +$60.2K 0.03% 423
2025
Q1 		$429K Buy
684
+42
+7% +$28.9K 0.02% 467
2024
Q4 		$453K Buy
642
+82
+15% +$66.7K 0.02% 498
2024
Q3 		$454K Buy
560
+87
+18% +$62.6K 0.02% 517
2024
Q2 		$306K Buy
473
+58
+14% +$38.5K 0.02% 573
2024
Q1 		$299K Buy
415
+51
+14% +$32.7K 0.02% 553
2023
Q4 		$209K Buy
+364
New +$172K 0.01% 637

Other funds holding URI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Stratos Wealth Advisors's URI Position: Q3 2026 in Review

Stratos Wealth Advisors increased its United Rentals (URI) stake by 1.4% in Q3 2026, buying an estimated $10.7K and bringing the position to 741 shares worth $742K. The position accounts for 0.04% of the portfolio, ranked #330.

Stratos Wealth Advisors first reported a position in URI in Q4 2023 and has held it in 12 quarters since. The position peaked at $829K in Q2 2026. 1,363 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Stratos Wealth Advisors held 741 shares of United Rentals worth $742K as of Q3 2026.
  • Stratos Wealth Advisors bought 10 United Rentals shares in Q3 2026, an estimated $10.7K.
  • United Rentals made up 0.04% of Stratos Wealth Advisors's portfolio in Q3 2026, its #330 holding.
  • Stratos Wealth Advisors first reported a position in United Rentals in Q4 2023 and has held it in 12 quarters since.
  • Stratos Wealth Advisors's United Rentals position peaked at $829K in Q2 2026.
  • 1,363 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Stratos Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.