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Wealthstream Advisors’s United Rentals URI Stock Holding History

Wealthstream 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
2025
Q3 		$320K Buy
335
+9
+3% +$8.02K 0.05% 123
2025
Q2 		$246K Sell
326
-3
-0.9% -$2.01K 0.04% 142
2025
Q1 		$206K Buy
329
+4
+1% +$2.75K 0.04% 146
2024
Q4 		$229K Buy
325
+3
+0.9% +$2.44K 0.04% 135
2024
Q3 		$261K Buy
322
+5
+2% +$3.6K 0.05% 125
2024
Q2 		$205K Buy
317
+3
+1% +$1.99K 0.08% 131
2024
Q1 		$226K Buy
+314
New +$201K 0.09% 122

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthstream Advisors's URI Position: Q3 2025 in Review

Wealthstream Advisors increased its United Rentals (URI) stake by 2.8% in Q3 2025, buying an estimated $8.02K and bringing the position to 335 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #123.

Wealthstream Advisors first reported a position in URI in Q1 2024 and has held it in 7 quarters since. 1,452 funds tracked by Wall St. Rank hold URI as of Q3 2025.

  • Wealthstream Advisors held 335 shares of United Rentals worth $320K as of Q3 2025.
  • Wealthstream Advisors bought 9 United Rentals shares in Q3 2025, an estimated $8.02K.
  • United Rentals made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #123 holding.
  • Wealthstream Advisors first reported a position in United Rentals in Q1 2024 and has held it in 7 quarters since.
  • 1,452 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.