U.S. Capital Wealth Advisors’s United Rentals URI Stock Holding History

U.S. Capital Wealth 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 Q1	$1.08M	Buy	1,477 +3	+0.2%	+$2.52K	0.03%	494
2025 Q4	$1.19M	Buy	1,474 +75	+5%	+$65.1K	0.03%	447
2025 Q3	$1.34M	Buy	1,399 +13	+0.9%	+$11.6K	0.04%	412
2025 Q2	$1.04M	Sell	1,386 -2,131	-61%	-$1.43M	0.03%	420
2025 Q1	$2.2M	Sell	3,517 -245	-7%	-$168K	0.07%	265
2024 Q4	$2.65M	Sell	3,762 -87	-2%	-$70.7K	0.08%	252
2024 Q3	$3.12M	Buy	3,849 +8	+0.2%	+$5.75K	0.11%	177
2024 Q2	$2.48M	Buy	3,841 +17	+0.4%	+$11.3K	0.09%	200
2024 Q1	$2.76M	Buy	3,824 +78	+2%	+$50.1K	0.11%	182
2023 Q4	$2.15M	Sell	3,746 -89	-2%	-$42K	0.09%	208
2023 Q3	$1.7M	Buy	3,835 +15	+0.4%	+$6.87K	0.08%	230
2023 Q2	$1.7M	Sell	3,820 -32	-0.8%	-$11.9K	0.08%	240
2023 Q1	$1.52M	Buy	3,852 +32	+0.8%	+$13.4K	0.07%	245
2022 Q4	$1.36M	Sell	3,820 -37	-1%	-$12.2K	0.06%	275
2022 Q3	$1.04M	Sell	3,857 -43	-1%	-$12.5K	0.05%	328
2022 Q2	$947K	Buy	+3,900	New	+$1.15M	0.04%	357

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

U.S. Capital Wealth Advisors's URI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its United Rentals (URI) stake by 0.2% in Q1 2026, buying an estimated $2.52K and bringing the position to 1,477 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #494.

U.S. Capital Wealth Advisors first reported a position in URI in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.12M in Q3 2024. 1,464 funds tracked by Wall St. Rank hold URI as of Q1 2026.

U.S. Capital Wealth Advisors held 1,477 shares of United Rentals worth $1.08M as of Q1 2026.
U.S. Capital Wealth Advisors bought 3 United Rentals shares in Q1 2026, an estimated $2.52K.
United Rentals made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #494 holding.
U.S. Capital Wealth Advisors first reported a position in United Rentals in Q2 2022 and has held it in 16 quarters since.
U.S. Capital Wealth Advisors's United Rentals position peaked at $3.12M in Q3 2024.
1,464 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.