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Whipplewood Advisors’s United Rentals URI Stock Holding History

Whipplewood 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 		$2.19K Buy
+3
New +$2.52K ﹤0.01% 761
2025
Q3 		– Sell
-3
Closed -$2.26K – 1119
2025
Q2 		$2.26K Sell
3
-10
-77% -$6.69K ﹤0.01% 853
2025
Q1 		$1.88K Buy
13
+10
+333% +$6.87K ﹤0.01% 902
2024
Q4 		$2.11K Buy
+3
New +$2.44K ﹤0.01% 864

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

Whipplewood Advisors's URI Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in United Rentals (URI) in Q1 2026: 3 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in URI as recently as Q2 2025.

Whipplewood Advisors first reported a position in URI in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.26K in Q2 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Whipplewood Advisors held 3 shares of United Rentals worth $2.19K as of Q1 2026.
  • United Rentals was a new Whipplewood Advisors position in Q1 2026.
  • United Rentals made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #761 holding.
  • Whipplewood Advisors first reported a position in United Rentals in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's United Rentals position peaked at $2.26K in Q2 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.