TAFW
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Tred Avon Family Wealth’s United Rentals URI Stock Holding History

Tred Avon Family Wealth’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 		$325K Buy
446
+50
+13% +$42K 0.11% 213
2025
Q4 		$321K Buy
396
+15
+4% +$13K 0.1% 208
2025
Q3 		$364K Buy
+381
New +$340K 0.13% 185

Other funds holding URI

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Tred Avon Family Wealth's URI Position: Q1 2026 in Review

Tred Avon Family Wealth increased its United Rentals (URI) stake by 13% in Q1 2026, buying an estimated $42K and bringing the position to 446 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #213.

Tred Avon Family Wealth first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $364K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Tred Avon Family Wealth held 446 shares of United Rentals worth $325K as of Q1 2026.
  • Tred Avon Family Wealth bought 50 United Rentals shares in Q1 2026, an estimated $42K.
  • United Rentals made up 0.11% of Tred Avon Family Wealth's portfolio in Q1 2026, its #213 holding.
  • Tred Avon Family Wealth first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's United Rentals position peaked at $364K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.