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Values First Advisors’s United Rentals URI Stock Holding History

Values First 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
Q1 		$1.15M Buy
1,578
+563
+55% +$473K 0.6% 51
2025
Q4 		$822K Buy
1,015
+41
+4% +$35.6K 0.43% 71
2025
Q3 		$930K Sell
974
-44
-4% -$39.2K 0.5% 60
2025
Q2 		$767K Buy
1,018
+395
+63% +$264K 0.42% 69
2025
Q1 		$390K Buy
623
+419
+205% +$288K 0.23% 119
2024
Q4 		$144K Buy
+204
New +$166K 0.08% 183

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
VPM
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
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

Values First Advisors's URI Position: Q1 2026 in Review

Values First Advisors increased its United Rentals (URI) stake by 55% in Q1 2026, buying an estimated $473K and bringing the position to 1,578 shares worth $1.15M. The position accounts for 0.6% of the portfolio, ranked #51.

Values First Advisors first reported a position in URI in Q4 2024 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Values First Advisors held 1,578 shares of United Rentals worth $1.15M as of Q1 2026.
  • Values First Advisors bought 563 United Rentals shares in Q1 2026, an estimated $473K.
  • United Rentals made up 0.6% of Values First Advisors's portfolio in Q1 2026, its #51 holding.
  • Values First Advisors first reported a position in United Rentals in Q4 2024 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.