United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionStratos Wealth Advisors, LLC
Latest Disclosed Ownership736 shares
Latest Disclosed Value $ 536,651
Stratos Wealth Advisors, LLC reports 1.10% increase in ownership of URI / United Rentals, Inc.

On April 28, 2026 - Stratos Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 736 shares of United Rentals, Inc. (MX:URI) valued at $536,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 728 shares of United Rentals, Inc.. This represents a change in shares of 1.10% 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)
2026-04-28 2026-03-31 13F UNITED RENTALS COM 911363109 736 8 1.10 537 -9.00 0.0329
2026-01-20 2025-12-31 13F UNITED RENTALS COM 911363109 728 -129 -15.05 590 -28.00 0.0285
2025-11-06 2025-09-30 13F UNITED RENTALS COM 911363109 857 83 10.72 819 40.31 0.0393
2025-07-29 2025-06-30 13F UNITED RENTALS COM 911363109 774 90 13.16 583 36.21 0.0308
2025-04-30 2025-03-31 13F UNITED RENTALS COM 911363109 684 42 6.54 429 -5.31 0.0234
2025-01-27 2024-12-31 13F UNITED RENTALS COM 911363109 642 82 14.64 453 -0.22 0.0217
2024-10-17 2024-09-30 13F UNITED RENTALS COM 911363109 560 87 18.39 454 48.04 0.0208
2024-07-24 2024-06-30 13F UNITED RENTALS COM 911363109 473 58 13.98 306 2.34 0.0151
2024-04-16 2024-03-31 13F UNITED RENTALS COM 911363109 415 51 14.01 299 43.06 0.0177
2024-01-24 2023-12-31 13F UNITED RENTALS COM 911363109 364 364 209 0.0120
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.