United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership1,823 shares
Latest Disclosed Value $ 1,328,230
Wealthcare Advisory Partners LLC reports 25.13% decrease in ownership of URI / United Rentals, Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 1,823 shares of United Rentals, Inc. (MX:URI) valued at $1,328,230 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,435 shares of United Rentals, Inc.. This represents a change in shares of -25.13% 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)
2026-04-14 2026-03-31 13F UNITED RENTALS COM 911363109 1,823 -612 -25.13 1,328 -32.59 0.0258
2026-01-14 2025-12-31 13F UNITED RENTALS COM 911363109 2,435 4 0.16 1,970 -15.09 0.0387
2025-11-07 2025-09-30 13F UNITED RENTALS COM 911363109 2,431 15 0.62 2,321 27.47 0.0483
2025-07-22 2025-06-30 13F UNITED RENTALS COM 911363109 2,416 -10 -0.41 1,820 19.74 0.0415
2025-04-15 2025-03-31 13F UNITED RENTALS COM 911363109 2,426 15 0.62 1,520 -10.48 0.0408
2025-01-15 2024-12-31 13F UNITED RENTALS COM 911363109 2,411 10 0.42 1,698 -12.65 0.0472
2024-11-04 2024-09-30 13F UNITED RENTALS COM 911363109 2,401 -2,307 -49.00 1,944 -36.14 0.0554
2024-08-12 2024-06-30 13F UNITED RENTALS COM 911363109 4,708 -76 -1.59 3,045 -11.74 0.0951
2024-04-15 2024-03-31 13F UNITED RENTALS COM 911363109 4,784 -745 -13.47 3,450 8.80 0.1131
2024-02-06 2023-12-31 13F UNITED RENTALS COM 911363109 5,529 -380 -6.43 3,170 20.72 0.1261
2023-10-12 2023-09-30 13F UNITED RENTALS COM 911363109 5,909 -9 -0.15 2,627 -0.34 0.1206
2023-07-17 2023-06-30 13F UNITED RENTALS COM 911363109 5,918 53 0.90 2,636 13.58 0.1179
2023-05-04 2023-03-31 13F UNITED RENTALS COM 911363109 5,865 -602 -9.31 2,321 0.96 0.0997
2023-02-13 2022-12-31 13F UNITED RENTALS COMMON 911363109 6,467 -153 -2.31 2,299 28.52 0.1098
2022-11-14 2022-09-30 13F UNITED RENTALS COMMON 911363109 6,620 32 0.49 1,788 11.75 0.1020
2022-08-15 2022-06-30 13F UNITED RENTALS COMMON 911363109 6,588 458 7.47 1,600 -26.50 0.0968
2022-04-15 2022-03-31 13F UNITED RENTALS COMMON 911363109 6,130 137 2.29 2,177 9.34 0.1322
2022-02-11 2021-12-31 13F UNITED RENTALS COMMON 911363109 5,993 19 0.32 1,991 -5.01 0.1191
2021-11-15 2021-09-30 13F UNITED RENTALS Equity 911363109 5,974 -118 -1.94 2,096 7.87 0.1370
2021-08-16 2021-06-30 13F UNITED RENTALS COMMON 911363109 6,092 36 0.59 1,943 -2.56 0.1300
2021-04-30 2021-03-31 13F UNITED RENTALS COMMON 911363109 6,056 6,056 1,994 0.1444
2020-04-29 2020-03-31 13F UNITED RENTALS COMMON 911363109 0 -32 -100.00 0 -100.00
2020-01-29 2019-12-31 13F UNITED RENTALS COMMON 911363109 32 -100 -75.76 5 -68.75 0.0006
2019-10-16 2019-09-30 13F UNITED RENTALS COMMON 911363109 132 -12 -8.33 16 -15.79 0.0023
2019-07-30 2019-06-30 13F UNITED RENTALS COMMON 911363109 144 0 0.00 19 18.75 0.0030
2019-05-13 2019-03-31 13F UNITED RENTALS COMMON 911363109 144 -22 -13.25 16 -5.88 0.0027
2019-02-14 2018-12-31 13F UNITED RENTALS COMMON 911363109 166 0 0.00 17 -37.04 0.0033
2018-11-14 2018-09-30 13F UNITED RENTALS COMMON 911363109 166 0 0.00 27 8.00 0.0050
2018-08-13 2018-06-30 13F UNITED RENTALS COMMON 911363109 166 144 654.55 25 525.00 0.0049
2018-05-14 2018-03-31 13F UNITED RENTALS COMMON 911363109 22 22 4 0.0009
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.