Visionary Wealth Advisors’s United Rentals URI Stock Holding History

Visionary 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	$7.68M	Sell	6,778 -4	-0.1%	-$3.81K	0.3%	86
2026 Q1	$4.94M	Sell	6,782 -4	-0.1%	-$3.36K	0.22%	113
2025 Q4	$5.49M	Buy	6,786 +56	+0.8%	+$48.6K	0.25%	105
2025 Q3	$6.42M	Buy	6,730 +665	+11%	+$593K	0.3%	89
2025 Q2	$4.57M	Buy	+6,065	New	+$4.06M	0.23%	106

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

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

Visionary Wealth Advisors reduced its United Rentals (URI) stake by 0.06% in Q2 2026, selling an estimated $3.81K and leaving 6,778 shares worth $7.68M. The position accounts for 0.3% of the portfolio, ranked #86.

Visionary Wealth Advisors first reported a position in URI in Q2 2025 and has held it in 5 quarters since. 1,590 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Visionary Wealth Advisors held 6,778 shares of United Rentals worth $7.68M as of Q2 2026.
Visionary Wealth Advisors sold 4 United Rentals shares in Q2 2026, an estimated $3.81K.
United Rentals made up 0.3% of Visionary Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Visionary Wealth Advisors first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
1,590 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.