Trivium Point Advisory’s United Rentals URI Stock Holding History

Trivium Point Advisory’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	–	Sell	-1,470	Closed	-$1.07M	–	361
2026 Q1	$1.07M	Buy	+1,470	New	+$1.23M	0.19%	126
2022 Q2	–	Sell	-5,381	Closed	-$1.75M	–	236
2022 Q1	$1.75M	Buy	5,381 +2,618	+95%	+$855K	0.39%	86
2021 Q4	$918K	Buy	+2,763	New	+$985K	0.19%	134

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trivium Point Advisory's URI Position: Q2 2026 in Review

Trivium Point Advisory sold out of United Rentals (URI) in Q2 2026, closing a stake of 1,470 shares — an estimated $1.07M sold.

Trivium Point Advisory first reported a position in URI in Q4 2021 and held it in 3 quarters. The position peaked at $1.75M in Q1 2022. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Trivium Point Advisory reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
Trivium Point Advisory sold 1,470 United Rentals shares in Q2 2026, an estimated $1.07M.
Trivium Point Advisory first reported a position in United Rentals in Q4 2021 and held it in 3 quarters.
Trivium Point Advisory's United Rentals position peaked at $1.75M in Q1 2022.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.