Univest Financial’s United Rentals URI Stock Holding History

Univest Financial’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	$11.5M	Buy	15,838 +1,257	+9%	+$1.06M	0.65%	38
2025 Q4	$11.8M	Buy	14,581 +118	+0.8%	+$102K	0.63%	39
2025 Q3	$13.8M	Sell	14,463 -936	-6%	-$834K	0.77%	29
2025 Q2	$11.6M	Buy	15,399 +555	+4%	+$371K	0.7%	33
2025 Q1	$9.3M	Buy	14,844 +9,414	+173%	+$6.47M	0.61%	43
2024 Q4	$3.83M	Sell	5,430 -290	-5%	-$236K	0.24%	75
2024 Q3	$4.63M	Buy	5,720 +4,812	+530%	+$3.46M	0.31%	63
2024 Q2	$587K	Buy	908 +313	+53%	+$208K	0.16%	62
2024 Q1	$429K	Buy	595 +55	+10%	+$35.3K	0.12%	69
2023 Q4	$310K	Buy	540 +79	+17%	+$37.3K	0.09%	89
2023 Q3	$205K	Sell	461 -199	-30%	-$91.1K	0.07%	105
2023 Q2	$294K	Buy	+660	New	+$245K	0.09%	84

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Univest Financial's URI Position: Q1 2026 in Review

Univest Financial increased its United Rentals (URI) stake by 8.6% in Q1 2026, buying an estimated $1.06M and bringing the position to 15,838 shares worth $11.5M. The position accounts for 0.65% of the portfolio, ranked #38.

Univest Financial first reported a position in URI in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Univest Financial held 15,838 shares of United Rentals worth $11.5M as of Q1 2026.
Univest Financial bought 1,257 United Rentals shares in Q1 2026, an estimated $1.06M.
United Rentals made up 0.65% of Univest Financial's portfolio in Q1 2026, its #38 holding.
Univest Financial first reported a position in United Rentals in Q2 2023 and has held it in 12 quarters since.
Univest Financial's United Rentals position peaked at $13.8M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.