Wealth Alliance’s United Rentals URI Stock Holding History

Wealth Alliance’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	$259K	Sell	355 -44	-11%	-$37K	0.03%	472
2025 Q4	$323K	Buy	399 +7	+2%	+$6.08K	0.03%	411
2025 Q3	$374K	Sell	392 -1	-0.3%	-$891	0.04%	366
2025 Q2	$296K	Buy	393 +7	+2%	+$4.68K	0.03%	415
2025 Q1	$242K	Sell	386 -12	-3%	-$8.25K	0.03%	447
2024 Q4	$280K	Buy	398 +4	+1%	+$3.25K	0.03%	403
2024 Q3	$319K	Hold	394	–	–	0.04%	383
2024 Q2	$255K	Sell	394 -53	-12%	-$35.2K	0.03%	429
2024 Q1	$323K	Sell	447 -81	-15%	-$52K	0.04%	380
2023 Q4	$303K	Sell	528 -911	-63%	-$430K	0.04%	378
2023 Q3	$640K	Sell	1,439 -85	-6%	-$38.9K	0.1%	196
2023 Q2	$679K	Buy	1,524 +409	+37%	+$152K	0.1%	200
2023 Q1	$441K	Buy	1,115 +227	+26%	+$95.3K	0.07%	262
2022 Q4	$316K	Buy	+888	New	+$292K	0.06%	335
2022 Q2	–	Sell	-686	Closed	-$244K	–	498
2022 Q1	$244K	Buy	686 +24	+4%	+$7.84K	0.05%	377
2021 Q4	$220K	Buy	662 +29	+5%	+$10.3K	0.04%	405
2021 Q3	$222K	Sell	633 -210	-25%	-$70.5K	0.05%	384
2021 Q2	$269K	Buy	+843	New	+$272K	0.06%	351

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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 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