TCA
URI icon

Transcend Capital Advisors’s United Rentals URI Stock Holding History

Transcend Capital 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 		$548K Sell
484
-111
-19% -$106K 0.04% 420
2026
Q1 		$433K Sell
595
-5
-0.8% -$4.2K 0.03% 417
2025
Q4 		$485K Buy
600
+39
+7% +$33.9K 0.04% 367
2025
Q3 		$535K Buy
561
+24
+4% +$21.4K 0.04% 364
2025
Q2 		$404K Buy
537
+17
+3% +$11.4K 0.03% 372
2025
Q1 		$326K Buy
520
+7
+1% +$4.81K 0.02% 454
2024
Q4 		$361K Sell
513
-48
-9% -$39K 0.03% 405
2024
Q3 		$455K Buy
561
+4
+0.7% +$2.88K 0.03% 409
2024
Q2 		$360K Buy
557
+96
+21% +$63.8K 0.03% 431
2024
Q1 		$333K Buy
461
+2
+0.4% +$1.28K 0.03% 395
2023
Q4 		$263K Buy
459
+4
+0.9% +$1.89K 0.02% 410
2023
Q3 		$202K Buy
+455
New +$208K 0.02% 451

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

Transcend Capital Advisors's URI Position: Q2 2026 in Review

Transcend Capital Advisors reduced its United Rentals (URI) stake by 19% in Q2 2026, selling an estimated $106K and leaving 484 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #420.

Transcend Capital Advisors first reported a position in URI in Q3 2023 and has held it in 12 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Transcend Capital Advisors held 484 shares of United Rentals worth $548K as of Q2 2026.
  • Transcend Capital Advisors sold 111 United Rentals shares in Q2 2026, an estimated $106K.
  • United Rentals made up 0.04% of Transcend Capital Advisors's portfolio in Q2 2026, its #420 holding.
  • Transcend Capital Advisors first reported a position in United Rentals in Q3 2023 and has held it in 12 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.