United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership3,155 shares
Latest Disclosed Value $ 2,298,723
Sequoia Financial Advisors, LLC reports 2.65% decrease in ownership of URI / United Rentals, Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 3,155 shares of United Rentals, Inc. (MX:URI) valued at $2,298,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,241 shares of United Rentals, Inc.. This represents a change in shares of -2.65% 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)
2026-04-30 2026-03-31 13F UNITED RENTALS COM 911363109 3,155 -86 -2.65 2,299 -12.39 0.0129
2026-02-03 2025-12-31 13F UNITED RENTALS COM 911363109 3,241 1,109 52.02 2,623 28.89 0.0146
2025-10-29 2025-09-30 13F UNITED RENTALS COM 911363109 2,132 288 15.62 2,036 46.51 0.0124
2025-07-25 2025-06-30 13F UNITED RENTALS COM 911363109 1,844 424 29.86 1,389 56.24 0.0095
2025-04-23 2025-03-31 13F UNITED RENTALS COM 911363109 1,420 -139 -8.92 890 -18.96 0.0069
2025-08-08 2024-12-31 13F/A-1 UNITED RENTALS COM 911363109 1,559 213 15.82 1,098 0.73 0.0106
2025-02-07 2024-12-31 13F UNITED RENTALS COM 911363109 1,559 213 1,098 0.0106
2024-10-21 2024-09-30 13F UNITED RENTALS COM 911363109 1,346 140 11.61 1,090 39.79 0.0117
2024-07-15 2024-06-30 13F UNITED RENTALS COM 911363109 1,206 91 8.16 780 -2.99 0.0094
2024-04-30 2024-03-31 13F UNITED RENTALS COM 911363109 1,115 -585 -34.41 804 -17.56 0.0100
2024-01-26 2023-12-31 13F UNITED RENTALS COM 911363109 1,700 731 75.44 975 126.51 0.0121
2023-11-08 2023-09-30 13F UNITED RENTALS COM 911363109 969 17 1.79 431 1.65 0.0076
2023-08-08 2023-06-30 13F UNITED RENTALS COM 911363109 952 52 5.78 424 18.82 0.0073
2023-04-25 2023-03-31 13F UNITED RENTALS COM 911363109 900 -49 -5.16 356 5.64 0.0079
2023-02-10 2022-12-31 13F/A-1 UNITED RENTALS COM 911363109 949 949 337 0.0083
2023-01-18 2022-12-31 13F UNITED RENTALS COM 911363109 949 949 337 0.0076
2022-07-22 2022-06-30 13F UNITED RENTALS COM 911363109 0 -611 -100.00 0 -100.00
2022-05-13 2022-03-31 13F UNITED RENTALS COM 911363109 611 611 217 0.0054
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.