Aaron Wealth Advisors’s United Rentals URI Stock Holding History

Aaron Wealth Advisors’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.74M	Buy	1,739 +139	+9%	+$148K	0.09%	139
2026 Q2	$1.81M	Sell	1,600 -169	-10%	-$161K	0.09%	141
2026 Q1	$1.29M	Sell	1,769 -625	-26%	-$525K	0.07%	173
2025 Q4	$1.94M	Buy	2,394 +556	+30%	+$483K	0.11%	134
2025 Q3	$1.75M	Buy	1,838 +1,333	+264%	+$1.19M	0.1%	128
2025 Q2	$380K	Sell	505 -25	-5%	-$16.7K	0.04%	305
2025 Q1	$332K	Sell	530 -457	-46%	-$314K	0.04%	305
2024 Q4	$695K	Buy	987 +549	+125%	+$446K	0.08%	153
2024 Q3	$355K	Buy	438 +77	+21%	+$55.4K	0.04%	260
2024 Q2	$233K	Buy	361 +7	+2%	+$4.65K	0.03%	282
2024 Q1	$255K	Buy	+354	New	+$227K	0.04%	244
2022 Q2	–	Sell	-216	Closed	-$76.7K	–	813
2022 Q1	$76.7K	Buy	+216	New	+$70.5K	0.02%	324

Other funds holding URI

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Aaron Wealth Advisors's URI Position: Q3 2026 in Review

Aaron Wealth Advisors increased its United Rentals (URI) stake by 8.7% in Q3 2026, buying an estimated $148K and bringing the position to 1,739 shares worth $1.74M. The position accounts for 0.09% of the portfolio, ranked #139.

Aaron Wealth Advisors first reported a position in URI in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.94M in Q4 2025. 149 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Aaron Wealth Advisors held 1,739 shares of United Rentals worth $1.74M as of Q3 2026.
Aaron Wealth Advisors bought 139 United Rentals shares in Q3 2026, an estimated $148K.
United Rentals made up 0.09% of Aaron Wealth Advisors's portfolio in Q3 2026, its #139 holding.
Aaron Wealth Advisors first reported a position in United Rentals in Q1 2022 and has held it in 12 quarters since.
Aaron Wealth Advisors's United Rentals position peaked at $1.94M in Q4 2025.
149 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.