Asset Allocation & Management Company’s United Rentals URI Stock Holding History

Asset Allocation & Management Company’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	$222K	Sell	196 -228	-54%	-$217K	0.07%	66
2026 Q1	$309K	Hold	424	–	–	0.11%	74
2025 Q4	$343K	Hold	424	–	–	0.14%	64
2025 Q3	$405K	Hold	424	–	–	0.17%	54
2025 Q2	$319K	Sell	424 -250	-37%	-$167K	0.15%	70
2025 Q1	$422K	Hold	674	–	–	0.21%	53
2024 Q4	$475K	Buy	+674	New	+$548K	0.26%	46
2023 Q1	–	Sell	-874	Closed	-$311K	–	118
2022 Q4	$311K	Hold	874	–	–	0.12%	88
2022 Q3	$236K	Buy	+874	New	+$254K	0.1%	104

Other funds holding URI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Allocation & Management Company's URI Position: Q2 2026 in Review

Asset Allocation & Management Company reduced its United Rentals (URI) stake by 54% in Q2 2026, selling an estimated $217K and leaving 196 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #66.

Asset Allocation & Management Company first reported a position in URI in Q3 2022 and has held it in 9 quarters since. The position peaked at $475K in Q4 2024. 679 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Asset Allocation & Management Company held 196 shares of United Rentals worth $222K as of Q2 2026.
Asset Allocation & Management Company sold 228 United Rentals shares in Q2 2026, an estimated $217K.
United Rentals made up 0.07% of Asset Allocation & Management Company's portfolio in Q2 2026, its #66 holding.
Asset Allocation & Management Company first reported a position in United Rentals in Q3 2022 and has held it in 9 quarters since.
Asset Allocation & Management Company's United Rentals position peaked at $475K in Q4 2024.
679 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Asset Allocation & Management Company's 13F filing for Q2 2026, filed 15 Jul 2026.