TCI Wealth Advisors’s United Rentals URI Stock Holding History

TCI 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 Q1	$270K	Hold	371	–	–	0.01%	208
2025 Q4	$300K	Hold	371	–	–	0.02%	196
2025 Q3	$354K	Hold	371	–	–	0.02%	182
2025 Q2	$280K	Sell	371 -10	-3%	-$6.69K	0.02%	190
2025 Q1	$239K	Buy	381 +4	+1%	+$2.75K	0.02%	197
2024 Q4	$266K	Sell	377 -21	-5%	-$17.1K	0.02%	187
2024 Q3	$322K	Hold	398	–	–	0.03%	169
2024 Q2	$257K	Sell	398 -6	-1%	-$3.99K	0.02%	191
2024 Q1	$291K	Buy	404 +18	+5%	+$11.6K	0.03%	171
2023 Q4	$221K	Buy	+386	New	+$182K	0.02%	188
2023 Q2	–	Sell	-387	Closed	-$153K	–	2129
2023 Q1	$153K	Buy	387 +1	+0.3%	+$420	0.02%	214
2022 Q4	$137K	Sell	386 -24	-6%	-$7.89K	0.02%	216
2022 Q3	$111K	Buy	410 +17	+4%	+$4.95K	0.02%	237
2022 Q2	$95K	Buy	393 +29	+8%	+$8.53K	0.01%	257
2022 Q1	$129K	Sell	364 -1	-0.3%	-$327	0.02%	225
2021 Q4	$121K	Sell	365 -2	-0.5%	-$713	0.02%	240
2021 Q3	$129K	Buy	367 +43	+13%	+$14.4K	0.02%	250
2021 Q2	$103K	Hold	324	–	–	0.02%	271
2021 Q1	$107K	Buy	324 +26	+9%	+$7.36K	0.05%	230
2020 Q4	$69K	Hold	298	–	–	0.03%	283
2020 Q3	$52K	Buy	298 +4	+1%	+$672	0.02%	305
2020 Q2	$44K	Hold	294	–	–	0.02%	329
2020 Q1	$30K	Sell	294 -5	-2%	-$663	0.01%	396
2019 Q4	$50K	Buy	299 +5	+2%	+$726	0.02%	389
2019 Q3	$37K	Sell	294 -24	-8%	-$2.91K	0.02%	381
2019 Q2	$42K	Hold	318	–	–	0.02%	346
2019 Q1	$36K	Buy	318 +24	+8%	+$2.96K	0.02%	400
2018 Q4	$30K	Sell	294 -9	-3%	-$1.08K	0.01%	404
2018 Q3	$50K	Sell	303 -13	-4%	-$2.02K	0.02%	341
2018 Q2	$47K	Buy	316 +22	+7%	+$3.6K	0.02%	336
2018 Q1	$51K	Hold	294	–	–	0.02%	330
2017 Q4	$51K	Hold	294	–	–	0.02%	344
2017 Q3	$41K	Hold	294	–	–	0.02%	343
2017 Q2	$33K	Hold	294	–	–	0.02%	380
2017 Q1	$37K	Hold	294	–	–	0.02%	345
2016 Q4	$31K	Hold	294	–	–	0.02%	406
2016 Q3	$23K	Hold	294	–	–	0.01%	425
2016 Q2	$20K	Hold	294	–	–	0.01%	446
2016 Q1	$18K	Sell	294 -15	-5%	-$834	0.01%	470
2015 Q4	$22K	Buy	309 +15	+5%	+$1.08K	0.01%	423
2015 Q3	$18K	Hold	294	–	–	0.01%	419
2015 Q2	$26K	Hold	294	–	–	0.01%	360
2015 Q1	$27K	Sell	294 -80	-21%	-$7.19K	0.02%	323
2014 Q4	$38K	Buy	374 +80	+27%	+$8.57K	0.02%	271
2014 Q3	$33K	Hold	294	–	–	0.02%	269
2014 Q2	$31K	Sell	294 -147	-33%	-$14.4K	0.02%	293
2014 Q1	$42K	Hold	441	–	–	0.03%	247
2013 Q4	$34K	Buy	441 +104	+31%	+$6.97K	0.02%	284
2013 Q3	$20K	Hold	337	–	–	0.02%	298
2013 Q2	$17K	Buy	+337	New	+$17.9K	0.01%	319

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's URI Position: Q1 2026 in Review

TCI Wealth Advisors held its United Rentals (URI) position steady in Q1 2026 at 371 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #208.

TCI Wealth Advisors first reported a position in URI in Q2 2013 and has held it in 50 quarters since. The position peaked at $354K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

TCI Wealth Advisors held 371 shares of United Rentals worth $270K as of Q1 2026.
TCI Wealth Advisors left its United Rentals share count unchanged in Q1 2026.
United Rentals made up 0.01% of TCI Wealth Advisors's portfolio in Q1 2026, its #208 holding.
TCI Wealth Advisors first reported a position in United Rentals in Q2 2013 and has held it in 50 quarters since.
TCI Wealth Advisors's United Rentals position peaked at $354K in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.