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Valeo Financial Advisors’s United Rentals URI Stock Holding History

Valeo Financial 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
Q2 		$552K Buy
487
+96
+25% +$91.3K 0.01% 422
2026
Q1 		$285K Sell
391
-540
-58% -$454K 0.01% 570
2025
Q4 		$753K Buy
931
+25
+3% +$21.7K 0.02% 365
2025
Q3 		$865K Sell
906
-24
-3% -$21.4K 0.02% 337
2025
Q2 		$701K Buy
930
+188
+25% +$126K 0.02% 376
2025
Q1 		$465K Buy
742
+54
+8% +$37.1K 0.01% 426
2024
Q4 		$485K Sell
688
-18
-3% -$14.6K 0.01% 418
2024
Q3 		$572K Buy
706
+11
+2% +$7.91K 0.02% 383
2024
Q2 		$449K Buy
695
+6
+0.9% +$3.99K 0.01% 421
2024
Q1 		$451K Sell
689
-4
-0.6% -$2.57K 0.02% 405
2023
Q4 		$397K Buy
693
+77
+13% +$36.3K 0.02% 417
2023
Q3 		$274K Buy
616
+108
+21% +$49.4K 0.01% 482
2023
Q2 		$226K Buy
+508
New +$188K 0.01% 506
2021
Q2 		– Sell
-61
Closed -$20K – 1756
2021
Q1 		$20K Buy
61
+5
+9% +$1.42K ﹤0.01% 1163
2020
Q4 		$13K Hold
56
– – ﹤0.01% 1138
2020
Q3 		$10K Sell
56
-364
-87% -$61.2K ﹤0.01% 1092
2020
Q2 		$63K Buy
420
+12
+3% +$1.52K 0.01% 644
2020
Q1 		$44K Sell
408
-692
-63% -$91.7K ﹤0.01% 653
2019
Q4 		$183K Buy
1,100
+200
+22% +$29K 0.02% 339
2019
Q3 		$112K Sell
900
-229
-20% -$27.8K 0.01% 413
2019
Q2 		$150K Buy
1,129
+229
+25% +$29.1K 0.02% 347
2019
Q1 		$103K Buy
900
+800
+800% +$98.8K 0.01% 402
2018
Q4 		$10K Hold
100
– – ﹤0.01% 893
2018
Q3 		$12K Buy
+100
New +$15.6K ﹤0.01% 924
2018
Q2 		– Sell
-159
Closed -$27K – 1759
2018
Q1 		$27K Buy
159
+115
+261% +$20.4K ﹤0.01% 637
2017
Q4 		$8K Buy
+44
New +$6.7K ﹤0.01% 884

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's URI Position: Q2 2026 in Review

Valeo Financial Advisors increased its United Rentals (URI) stake by 25% in Q2 2026, buying an estimated $91.3K and bringing the position to 487 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #422.

Valeo Financial Advisors first reported a position in URI in Q4 2017 and has held it in 26 quarters since. The position peaked at $865K in Q3 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Valeo Financial Advisors held 487 shares of United Rentals worth $552K as of Q2 2026.
  • Valeo Financial Advisors bought 96 United Rentals shares in Q2 2026, an estimated $91.3K.
  • United Rentals made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #422 holding.
  • Valeo Financial Advisors first reported a position in United Rentals in Q4 2017 and has held it in 26 quarters since.
  • Valeo Financial Advisors's United Rentals position peaked at $865K in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.