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Athena Wealth Management’s United Rentals URI Stock Holding History

Athena 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 		$1.14M Buy
1,004
+120
+14% +$114K 0.85% 28
2026
Q1 		$644K Buy
884
+408
+86% +$343K 0.53% 50
2025
Q4 		$385K Buy
+476
New +$413K 0.37% 63

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

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

Athena Wealth Management increased its United Rentals (URI) stake by 14% in Q2 2026, buying an estimated $114K and bringing the position to 1,004 shares worth $1.14M. The position accounts for 0.85% of the portfolio, ranked #28.

Athena Wealth Management first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Athena Wealth Management held 1,004 shares of United Rentals worth $1.14M as of Q2 2026.
  • Athena Wealth Management bought 120 United Rentals shares in Q2 2026, an estimated $114K.
  • United Rentals made up 0.85% of Athena Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Athena Wealth Management first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.