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XML Financial’s United Rentals URI Stock Holding History

XML Financial’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 		– Sell
-270
Closed -$218K – 464
2025
Q4 		$218K Buy
+270
New +$234K 0.02% 399
2024
Q4 		– Sell
-269
Closed -$218K – 372
2024
Q3 		$218K Buy
+269
New +$193K 0.02% 316
2022
Q2 		– Sell
-600
Closed -$213K – 330
2022
Q1 		$213K Sell
600
-85
-12% -$27.8K 0.03% 302
2021
Q4 		$228K Hold
685
– – 0.03% 286
2021
Q3 		$240K Hold
685
– – 0.03% 272
2021
Q2 		$219K Buy
685
+13
+2% +$4.2K 0.05% 208
2021
Q1 		$221K Buy
+672
New +$190K 0.05% 195

Other funds holding URI

BlackRock
BlackRock New York $5.7T 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 $1.47T 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
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