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Trifecta Capital Advisors’s United Rentals URI Stock Holding History

Trifecta 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 		$3.4K Buy
+3
New +$2.85K ﹤0.01% 277
2026
Q1 		– Sell
-6
Closed -$4.86K – 292
2025
Q4 		$4.86K Hold
6
– – ﹤0.01% 239
2025
Q3 		$5.73K Buy
+6
New +$5.35K ﹤0.01% 264

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 $3.37T AUM 44.26% 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

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

Trifecta Capital Advisors opened a new position in United Rentals (URI) in Q2 2026: 3 shares worth $3.4K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in URI as recently as Q4 2025.

Trifecta Capital Advisors first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.73K in Q3 2025. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Trifecta Capital Advisors held 3 shares of United Rentals worth $3.4K as of Q2 2026.
  • United Rentals was a new Trifecta Capital Advisors position in Q2 2026.
  • United Rentals made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #277 holding.
  • Trifecta Capital Advisors first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • Trifecta Capital Advisors's United Rentals position peaked at $5.73K in Q3 2025.
  • 1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.