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United Rentals shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of United Rentals (URI) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in United Rentals

Tip: Access up to 7 years of quarterly data

All positions including United Rentals held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Rentals by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $17k 24 704.46
2024-09-30 $19k 24 809.75
2024-06-30 $16k 24 646.75
2024-03-31 $3.6k 5 721.20

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding United Rentals

Vanguard Group
BlackRock
State Street Corporation
Capital Research Global Investors
FMR
Capital World Investors
Bank of America Corporation
Geode Capital Management
Morgan Stanley
Alliancebernstein
Franklin Resources
Capital Research and Management Company - Division 3
Norges Bank Investment Management
Invesco
Dimensional Fund Advisors

View all funds holding United Rentals