Allen Capital Group’s United Rentals URI Stock Holding History

Allen Capital Group’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	$393K	Buy	393 +17	+5%	+$18.1K	0.03%	233
2026 Q2	$426K	Buy	376 +1	+0.3%	+$951	0.03%	221
2026 Q1	$273K	Buy	375 +46	+14%	+$38.6K	0.02%	236
2025 Q4	$266K	Buy	329 +6	+2%	+$5.21K	0.02%	237
2025 Q3	$308K	Buy	323 +4	+1%	+$3.56K	0.03%	223
2025 Q2	$240K	Buy	+319	New	+$213K	0.02%	241
2025 Q1	–	Sell	-318	Closed	-$224K	–	248
2024 Q4	$224K	Sell	318 -6	-2%	-$4.88K	0.03%	211
2024 Q3	$262K	Buy	324 +13	+4%	+$9.35K	0.03%	202
2024 Q2	$201K	Buy	311 +32	+11%	+$21.3K	0.03%	209
2024 Q1	$201K	Buy	+279	New	+$179K	0.03%	203

Other funds holding URI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Allen Capital Group's URI Position: Q3 2026 in Review

Allen Capital Group increased its United Rentals (URI) stake by 4.5% in Q3 2026, buying an estimated $18.1K and bringing the position to 393 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #233.

Allen Capital Group first reported a position in URI in Q1 2024 and has held it in 10 quarters since. The position peaked at $426K in Q2 2026. 864 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Allen Capital Group held 393 shares of United Rentals worth $393K as of Q3 2026.
Allen Capital Group bought 17 United Rentals shares in Q3 2026, an estimated $18.1K.
United Rentals made up 0.03% of Allen Capital Group's portfolio in Q3 2026, its #233 holding.
Allen Capital Group first reported a position in United Rentals in Q1 2024 and has held it in 10 quarters since.
Allen Capital Group's United Rentals position peaked at $426K in Q2 2026.
864 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.