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Waverly Advisors’s United Rentals URI Stock Holding History

Waverly 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 Sell
1,582
-455
-22% -$433K 0.01% 723
2026
Q1 		$1.48M Buy
2,037
+456
+29% +$383K 0.01% 711
2025
Q4 		$1.28M Buy
1,581
+664
+72% +$576K 0.01% 696
2025
Q3 		$876K Buy
917
+11
+1% +$9.8K 0.01% 681
2025
Q2 		$683K Buy
906
+95
+12% +$63.5K 0.01% 722
2025
Q1 		$508K Buy
+811
New +$558K 0.01% 765
2014
Q4 		– Sell
-138
Closed -$15K – 671
2014
Q3 		$15K Hold
138
– – 0.01% 396
2014
Q2 		$14K Hold
138
– – 0.01% 392
2014
Q1 		$13K Hold
138
– – 0.01% 385
2013
Q4 		$11K Buy
+138
New +$9.24K ﹤0.01% 544

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

Waverly Advisors's URI Position: Q2 2026 in Review

Waverly Advisors reduced its United Rentals (URI) stake by 22% in Q2 2026, selling an estimated $433K and leaving 1,582 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #723.

Waverly Advisors first reported a position in URI in Q4 2013 and has held it in 10 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Waverly Advisors held 1,582 shares of United Rentals worth $1.79M as of Q2 2026.
  • Waverly Advisors sold 455 United Rentals shares in Q2 2026, an estimated $433K.
  • United Rentals made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #723 holding.
  • Waverly Advisors first reported a position in United Rentals in Q4 2013 and has held it in 10 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.