Athena Wealth Management
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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
Q3 		$1.1M Buy
1,096
+92
+9% +$98.1K 0.79% 27
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 $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Athena Wealth Management increased its United Rentals (URI) stake by 9.2% in Q3 2026, buying an estimated $98.1K and bringing the position to 1,096 shares worth $1.1M. The position accounts for 0.79% of the portfolio, ranked #27.

Athena Wealth Management first reported a position in URI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.14M in Q2 2026. 423 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Athena Wealth Management held 1,096 shares of United Rentals worth $1.1M as of Q3 2026.
  • Athena Wealth Management bought 92 United Rentals shares in Q3 2026, an estimated $98.1K.
  • United Rentals made up 0.79% of Athena Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Athena Wealth Management first reported a position in United Rentals in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's United Rentals position peaked at $1.14M in Q2 2026.
  • 423 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.