Trifecta Capital Advisors
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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
Q3 		$3K Hold
3
– – ﹤0.01% 267
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Trifecta Capital Advisors's URI Position: Q3 2026 in Review

Trifecta Capital Advisors held its United Rentals (URI) position steady in Q3 2026 at 3 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Trifecta Capital Advisors first reported a position in URI in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.73K in Q3 2025. 864 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Trifecta Capital Advisors held 3 shares of United Rentals worth $3K as of Q3 2026.
  • Trifecta Capital Advisors left its United Rentals share count unchanged in Q3 2026.
  • United Rentals made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #267 holding.
  • Trifecta Capital Advisors first reported a position in United Rentals in Q3 2025 and has held it in 4 quarters since.
  • Trifecta Capital Advisors's United Rentals position peaked at $5.73K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.