Valley National Advisers’s United Rentals URI Stock Holding History

Valley National Advisers’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	$1.13K	Buy	+1	New	+$951	﹤0.01%	863
2024 Q3	–	Sell	-15	Closed	-$9K	–	1134
2024 Q2	$9K	Buy	15 +1	+7%	+$665	﹤0.01%	663
2024 Q1	$10K	Sell	14 -6	-30%	-$3.85K	﹤0.01%	652
2023 Q4	$11K	Buy	+20	New	+$9.43K	﹤0.01%	647
2022 Q4	–	Sell	-6	Closed	-$2K	–	986
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	802
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	785
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	816
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	811
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	785
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	806
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	755
2020 Q4	$1K	Hold	6	–	–	﹤0.01%	776
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	745
2020 Q2	$1K	Buy	+6	New	+$761	﹤0.01%	749
2016 Q1	–	Sell	-8	Closed	-$1K	–	658
2015 Q4	$1K	Buy	+8	New	+$578	﹤0.01%	572

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

Valley National Advisers's URI Position: Q2 2026 in Review

Valley National Advisers opened a new position in United Rentals (URI) in Q2 2026: 1 share worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in URI as recently as Q2 2024.

Valley National Advisers first reported a position in URI in Q4 2015 and has held it in 15 quarters since. The position peaked at $11K in Q4 2023. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Valley National Advisers held 1 share of United Rentals worth $1.13K as of Q2 2026.
United Rentals was a new Valley National Advisers position in Q2 2026.
United Rentals made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #863 holding.
Valley National Advisers first reported a position in United Rentals in Q4 2015 and has held it in 15 quarters since.
Valley National Advisers's United Rentals position peaked at $11K in Q4 2023.
1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.