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Vanguard Capital Wealth Advisors’s United Rentals URI Stock Holding History

Vanguard Capital 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
Q1 		$3.84M Sell
5,266
-50
-0.9% -$42K 3.55% 6
2025
Q4 		$4.3M Hold
5,316
– – 3.44% 6
2025
Q3 		$5.07M Hold
5,316
– – 4.06% 4
2025
Q2 		$4.01M Hold
5,316
– – 3.97% 5
2025
Q1 		$3.33M Hold
5,316
– – 4.07% 5
2024
Q4 		$3.74M Hold
5,316
– – 4.08% 5
2024
Q3 		$4.3M Sell
5,316
-105
-2% -$75.5K 4.53% 5
2024
Q2 		$3.51M Hold
5,421
– – 2.37% 12
2024
Q1 		$3.91M Hold
5,421
– – 2.75% 8
2023
Q4 		$3.11M Sell
5,421
-50
-0.9% -$23.6K 2.51% 10
2023
Q3 		$2.43M Hold
5,471
– – 2.25% 10
2023
Q2 		$2.44M Sell
5,471
-115
-2% -$42.6K 2.21% 10
2023
Q1 		$2.21M Sell
5,586
-98
-2% -$41.2K 2.2% 9
2022
Q4 		$2.02M Sell
5,684
-200
-3% -$65.7K 2.34% 9
2022
Q3 		$1.59M Hold
5,884
– – 1.93% 10
2022
Q2 		$1.43M Sell
5,884
-266
-4% -$78.3K 1.61% 11
2022
Q1 		$2.18M Hold
6,150
– – 1.56% 13
2021
Q4 		$2.04M Hold
6,150
– – 1.47% 12
2021
Q3 		$2.16K Hold
6,150
– – 1.45% 14
2021
Q2 		$1.96M Buy
6,150
+100
+2% +$32.3K 1.49% 14
2021
Q1 		$1.95M Hold
6,050
– – 1.66% 15
2020
Q4 		$1.39M Buy
+6,050
New +$1.28M 1.28% 15
2020
Q2 		$916K Buy
+6,150
New +$780K 1.07% 27
2019
Q4 		$1.04M Sell
6,250
-400
-6% -$58.1K 1.09% 24
2019
Q3 		$828K Buy
6,650
+100
+2% +$12.1K 0.97% 24
2019
Q2 		$868K Buy
6,550
+300
+5% +$38.1K 1.05% 24
2019
Q1 		$714K Buy
6,250
+650
+12% +$80.3K 0.9% 32
2018
Q4 		$574K Buy
5,600
+500
+10% +$60.2K 0.85% 37
2018
Q3 		$834K Buy
5,100
+200
+4% +$31.1K 0.95% 26
2018
Q2 		$723K Hold
4,900
– – 0.96% 34
2018
Q1 		$829K Sell
4,900
-313
-6% -$55.6K 1.09% 25
2017
Q4 		$896K Buy
+5,213
New +$793K 1.12% 29

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

Vanguard Capital Wealth Advisors's URI Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors reduced its United Rentals (URI) stake by 0.94% in Q1 2026, selling an estimated $42K and leaving 5,266 shares worth $3.84M. The position accounts for 3.55% of the portfolio, ranked #6.

Vanguard Capital Wealth Advisors first reported a position in URI in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.07M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Vanguard Capital Wealth Advisors held 5,266 shares of United Rentals worth $3.84M as of Q1 2026.
  • Vanguard Capital Wealth Advisors sold 50 United Rentals shares in Q1 2026, an estimated $42K.
  • United Rentals made up 3.55% of Vanguard Capital Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Vanguard Capital Wealth Advisors first reported a position in United Rentals in Q4 2017 and has held it in 32 quarters since.
  • Vanguard Capital Wealth Advisors's United Rentals position peaked at $5.07M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.