PERSONAL CFO SOLUTIONS, LLC

Position in URI — United Rentals, Inc.

CIK 1677501 CHESTER, NJ

Position in URI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$546,052

+$245,886 QoQ

Shares Held

482

+17.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#994

of 1,581 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Industrials · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $1,349,712 across 3 Rental & Leasing Services names. URI ranks #2 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AER	AerCap Holdings N.V.	3,956	$576,705
2	URI	United Rentals, Inc. This page	482	$546,052
3	WSC	WillScot Holdings Corp	7,864	$226,955

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,052	482	+17.0%	Shares	Sole	2026-08-07
2026-03-31	$300,166	412	-3.3%	Shares	Sole	2026-04-30
2025-12-31	$344,770	426	+10.1%	Shares	Defined	2026-01-22
2025-09-30	$369,453	387	+6.3%	Shares	Defined	2025-11-10
2025-06-30	$274,237	364	+8.0%	Shares	Defined	2025-08-12
2025-03-31	$211,197	337	-46.0%	Shares	Defined	2025-04-30
2023-03-31	$246,954	624	-16.8%	Shares	Defined	2023-05-09
2022-12-31	$266,565	750	+0.3%	Shares	Defined	2023-02-14
2022-09-30	$202,049	748	-69.8%	Shares	Defined	2022-11-01
2021-09-30	$868,200	2,474	-0.4%	Shares	Defined	2021-11-18
2021-06-30	$792,420	2,484	+4.3%	Shares	Defined	2021-07-22
2021-03-31	$784,087	2,381	+0.9%	Shares	Defined	2021-04-21
2020-12-31	$547,075	2,359	-30.8%	Shares	Defined	2021-02-09
2020-09-30	$1,000	3,411	-3.7%	Shares	Defined	2020-11-02
2020-06-30	$527,750	3,541	+21.3%	Shares	Defined	2020-08-03
2020-03-31	$300,365	2,919	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.