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Transamerica Financial Advisors’s United Rentals URI Stock Holding History

Transamerica 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 		$169K Buy
149
+24
+19% +$22.8K 0.01% 456
2026
Q1 		$91.3K Buy
125
+55
+79% +$46.2K 0.01% 546
2025
Q4 		$56.7K Buy
70
+56
+400% +$48.6K ﹤0.01% 532
2025
Q3 		$12.5K Buy
+14
New +$12.5K ﹤0.01% 691
2024
Q3 		– Sell
-1
Closed -$1K – 660
2024
Q2 		$1K Hold
1
– – ﹤0.01% 533
2024
Q1 		$1K Hold
1
– – ﹤0.01% 579
2023
Q4 		$1K Hold
1
– – ﹤0.01% 595
2023
Q3 		$1K Hold
1
– – ﹤0.01% 614
2023
Q2 		$1K Hold
1
– – ﹤0.01% 584
2023
Q1 		$1K Hold
1
– – ﹤0.01% 569
2022
Q4 		$1K Hold
1
– – ﹤0.01% 654
2022
Q3 		$1K Hold
1
– – ﹤0.01% 614
2022
Q2 		$1K Buy
+1
New +$294 ﹤0.01% 623
2016
Q1 		– Sell
-65
Closed -$5K – 854
2015
Q4 		$5K Buy
+65
New +$4.7K ﹤0.01% 675
2015
Q1 		– Sell
-2,949
Closed -$301K – 926
2014
Q4 		$301K Sell
2,949
-436
-13% -$46.7K 0.02% 250
2014
Q3 		$377K Hold
3,385
– – 0.03% 195
2014
Q2 		$355K Buy
3,385
+218
+7% +$21.3K 0.03% 218
2014
Q1 		$301K Buy
+3,167
New +$268K 0.03% 208

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 $3.38T AUM 44.17% 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

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

Transamerica Financial Advisors increased its United Rentals (URI) stake by 19% in Q2 2026, buying an estimated $22.8K and bringing the position to 149 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #456.

Transamerica Financial Advisors first reported a position in URI in Q1 2014 and has held it in 18 quarters since. The position peaked at $377K in Q3 2014. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Transamerica Financial Advisors held 149 shares of United Rentals worth $169K as of Q2 2026.
  • Transamerica Financial Advisors bought 24 United Rentals shares in Q2 2026, an estimated $22.8K.
  • United Rentals made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #456 holding.
  • Transamerica Financial Advisors first reported a position in United Rentals in Q1 2014 and has held it in 18 quarters since.
  • Transamerica Financial Advisors's United Rentals position peaked at $377K in Q3 2014.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.