TCA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return