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Trivant Custom Portfolio Group’s United Rentals URI Stock Holding History

Trivant Custom Portfolio Group’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
2025
Q2 		– Sell
-26
Closed -$16.3K – 205
2025
Q1 		$16.3K Buy
+26
New +$17.9K 0.01% 132

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trivant Custom Portfolio Group's URI Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of United Rentals (URI) in Q2 2025, closing a stake of 26 shares — an estimated $16.3K sold.

Trivant Custom Portfolio Group first reported a position in URI in Q1 2025 and held it in 1 quarter. The position peaked at $16.3K in Q1 2025. 1,346 funds tracked by Wall St. Rank hold URI as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining United Rentals position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 26 United Rentals shares in Q2 2025, an estimated $16.3K.
  • Trivant Custom Portfolio Group first reported a position in United Rentals in Q1 2025 and held it in 1 quarter.
  • Trivant Custom Portfolio Group's United Rentals position peaked at $16.3K in Q1 2025.
  • 1,346 funds tracked by Wall St. Rank held United Rentals as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.