Valmark Advisers’s United Rentals URI Stock Holding History

Valmark 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 Q1	$608K	Sell	834 -30	-3%	-$25.2K	0.01%	431
2025 Q4	$699K	Buy	864 +50	+6%	+$43.4K	0.01%	392
2025 Q3	$777K	Buy	814 +27	+3%	+$24.1K	0.01%	367
2025 Q2	$593K	Sell	787 -1	-0.1%	-$669	0.01%	419
2025 Q1	$494K	Hold	788	–	–	0.01%	424
2024 Q4	$555K	Buy	788 +14	+2%	+$11.4K	0.01%	398
2024 Q3	$627K	Hold	774	–	–	0.01%	379
2024 Q2	$501K	Buy	774 +9	+1%	+$5.98K	0.01%	388
2024 Q1	$552K	Hold	765	–	–	0.01%	360
2023 Q4	$439K	Hold	765	–	–	0.01%	368
2023 Q3	$340K	Hold	765	–	–	0.01%	379
2023 Q2	$341K	Sell	765 -9	-1%	-$3.33K	0.01%	383
2023 Q1	$306K	Buy	774 +9	+1%	+$3.78K	0.01%	389
2022 Q4	$272K	Hold	765	–	–	0.01%	385
2022 Q3	$207K	Buy	+765	New	+$223K	﹤0.01%	398
2022 Q2	–	Sell	-765	Closed	-$272K	–	436
2022 Q1	$272K	Hold	765	–	–	﹤0.01%	380
2021 Q4	$254K	Hold	765	–	–	﹤0.01%	370
2021 Q3	$268K	Sell	765 -13	-2%	-$4.36K	﹤0.01%	344
2021 Q2	$248K	Sell	778 -4	-0.5%	-$1.29K	﹤0.01%	355
2021 Q1	$258K	Buy	+782	New	+$221K	0.01%	337

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

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

Franklin Resources

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