United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership112 shares
Latest Disclosed Value $ 81,599
Jfs Wealth Advisors, Llc reports 6.67% decrease in ownership of URI / United Rentals, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 112 shares of United Rentals, Inc. (MX:URI) valued at $81,599 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 120 shares of United Rentals, Inc.. This represents a change in shares of -6.67% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F UNITED RENTALS COM 911363109 112 -8 -6.67 82 -16.49 0.0046
2026-01-14 2025-12-31 13F UNITED RENTALS COM 911363109 120 22 22.45 97 4.30 0.0055
2025-11-10 2025-09-30 13F UNITED RENTALS COM 911363109 98 -11 -10.09 94 13.41 0.0055
2025-07-24 2025-06-30 13F UNITED RENTALS COM 911363109 109 -1 -0.91 82 20.59 0.0052
2025-04-22 2025-03-31 13F UNITED RENTALS COM 911363109 110 -10 -8.33 69 -19.05 0.0047
2025-01-31 2024-12-31 13F UNITED RENTALS COM 911363109 120 0 0.00 85 -13.40 0.0058
2024-10-25 2024-09-30 13F UNITED RENTALS COM 911363109 120 2 1.69 97 27.63 0.0065
2024-07-15 2024-06-30 13F UNITED RENTALS COM 911363109 118 0 0.00 76 -10.59 0.0060
2024-04-30 2024-03-31 13F UNITED RENTALS COM 911363109 118 7 6.31 85 34.92 0.0068
2024-02-07 2023-12-31 13F UNITED RENTALS COM 911363109 111 58 109.43 64 173.91 0.0054
2023-11-02 2023-09-30 13F UNITED RENTALS COM 911363109 53 0 0.00 24 0.00 0.0022
2023-08-07 2023-06-30 13F UNITED RENTALS COM 911363109 53 -4 -7.02 24 4.55 0.0021
2023-04-19 2023-03-31 13F UNITED RENTALS COM 911363109 57 1 1.79 23 15.79 0.0021
2023-02-13 2022-12-31 13F UNITED RENTALS COM 911363109 56 5 9.80 20 35.71 0.0019
2022-10-21 2022-09-30 13F UNITED RENTALS COM 911363109 51 41 410.00 14 600.00 0.0015
2022-08-02 2022-06-30 13F UNITED RENTALS COM 911363109 10 -31 -75.61 2 -86.67 0.0002
2022-05-02 2022-03-31 13F UNITED RENTALS COM 911363109 41 41 15 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.