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 Q2	$1.79M	Hold	1,578	–	–	0.82%	46
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 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

Values First Advisors's URI Position: Q2 2026 in Review

Values First Advisors held its United Rentals (URI) position steady in Q2 2026 at 1,578 shares worth $1.79M. The position accounts for 0.82% of the portfolio, ranked #46.

Values First Advisors first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Values First Advisors held 1,578 shares of United Rentals worth $1.79M as of Q2 2026.
Values First Advisors left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.82% of Values First Advisors's portfolio in Q2 2026, its #46 holding.
Values First Advisors first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.