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Valued Wealth Advisors’s United Rentals URI Stock Holding History

Valued Wealth 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 		$7.96K Buy
7
+1
+17% +$951 ﹤0.01% 349
2026
Q1 		$4.39K Buy
6
+1
+20% +$840 ﹤0.01% 424
2025
Q4 		$4.07K Buy
5
+2
+67% +$1.74K ﹤0.01% 328
2025
Q3 		$2.88K Hold
3
– – ﹤0.01% 350
2025
Q2 		$2.27K Hold
3
– – ﹤0.01% 370
2025
Q1 		$1.89K Sell
3
-6
-67% -$4.13K ﹤0.01% 417
2024
Q4 		$6.34K Sell
9
-2
-18% -$1.63K ﹤0.01% 276
2024
Q3 		$8.91K Buy
11
+2
+22% +$1.44K 0.01% 227
2024
Q2 		$5.82K Buy
9
+4
+80% +$2.66K ﹤0.01% 258
2024
Q1 		$3.61K Sell
5
-7
-58% -$4.49K ﹤0.01% 279
2023
Q4 		$5.33K Buy
+12
New +$5.66K ﹤0.01% 189

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Valued Wealth Advisors's URI Position: Q2 2026 in Review

Valued Wealth Advisors increased its United Rentals (URI) stake by 17% in Q2 2026, buying an estimated $951 and bringing the position to 7 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Valued Wealth Advisors first reported a position in URI in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.91K in Q3 2024. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Valued Wealth Advisors held 7 shares of United Rentals worth $7.96K as of Q2 2026.
  • Valued Wealth Advisors bought 1 United Rentals share in Q2 2026, an estimated $951.
  • United Rentals made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • Valued Wealth Advisors first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's United Rentals position peaked at $8.91K in Q3 2024.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.