AWM
URI icon

Arista Wealth Management’s United Rentals URI Stock Holding History

Arista 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
Q2 		$2.24M Hold
1,979
– – 0.24% 53
2026
Q1 		$1.44M Hold
1,979
– – 0.18% 75
2025
Q4 		$1.6M Buy
1,979
+3
+0.2% +$2.6K 0.2% 62
2025
Q3 		$1.89M Hold
1,976
– – 0.23% 55
2025
Q2 		$1.49M Buy
+1,976
New +$1.32M 0.21% 65

Other funds holding URI

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arista Wealth Management's URI Position: Q2 2026 in Review

Arista Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 1,979 shares worth $2.24M. The position accounts for 0.24% of the portfolio, ranked #53.

Arista Wealth Management first reported a position in URI in Q2 2025 and has held it in 5 quarters since. 805 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Arista Wealth Management held 1,979 shares of United Rentals worth $2.24M as of Q2 2026.
  • Arista Wealth Management left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.24% of Arista Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Arista Wealth Management first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
  • 805 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.