Aprio Wealth Management
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Aprio Wealth Management’s United Rentals URI Stock Holding History

Aprio Wealth Management’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 		$823K Buy
823
+3
+0.4% +$3.2K 0.04% 292
2026
Q2 		$929K Buy
820
+24
+3% +$22.8K 0.05% 248
2026
Q1 		$580K Buy
796
+329
+70% +$276K 0.03% 308
2025
Q4 		$540K Buy
467
+225
+93% +$195K 0.03% 301
2025
Q3 		$231K Buy
+242
New +$216K 0.02% 389

Other funds holding URI

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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aprio Wealth Management's URI Position: Q3 2026 in Review

Aprio Wealth Management increased its United Rentals (URI) stake by 0.37% in Q3 2026, buying an estimated $3.2K and bringing the position to 823 shares worth $823K. The position accounts for 0.04% of the portfolio, ranked #292.

Aprio Wealth Management first reported a position in URI in Q3 2025 and has held it in 5 quarters since. The position peaked at $929K in Q2 2026. 864 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Aprio Wealth Management held 823 shares of United Rentals worth $823K as of Q3 2026.
  • Aprio Wealth Management bought 3 United Rentals shares in Q3 2026, an estimated $3.2K.
  • United Rentals made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #292 holding.
  • Aprio Wealth Management first reported a position in United Rentals in Q3 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's United Rentals position peaked at $929K in Q2 2026.
  • 864 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.