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 Q2	$945K	Hold	834	–	–	0.01%	369
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 $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

Valmark Advisers's URI Position: Q2 2026 in Review

Valmark Advisers held its United Rentals (URI) position steady in Q2 2026 at 834 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #369.

Valmark Advisers first reported a position in URI in Q1 2021 and has held it in 21 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Valmark Advisers held 834 shares of United Rentals worth $945K as of Q2 2026.
Valmark Advisers left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #369 holding.
Valmark Advisers first reported a position in United Rentals in Q1 2021 and has held it in 21 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.