Atwood & Palmer’s United Rentals URI Stock Holding History

Atwood & Palmer’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	$66.4M	Buy	58,622 +57	+0.1%	+$54.2K	3.54%	3
2026 Q1	$42.7M	Buy	58,565 +169	+0.3%	+$142K	2.41%	9
2025 Q4	$47.3M	Buy	58,396 +1,229	+2%	+$1.07M	2.69%	8
2025 Q3	$54.6M	Sell	57,167 -204	-0.4%	-$182K	3.21%	6
2025 Q2	$43.2M	Buy	57,371 +269	+0.5%	+$180K	2.7%	9
2025 Q1	$35.8M	Sell	57,102 -535	-0.9%	-$368K	2.48%	10
2024 Q4	$40.6M	Buy	57,637 +259	+0.5%	+$211K	2.78%	7
2024 Q3	$46.5M	Sell	57,378 -15	-0%	-$10.8K	3.16%	2
2024 Q2	$37.1M	Buy	57,393 +483	+0.8%	+$321K	2.81%	7
2024 Q1	$41M	Sell	56,910 -21,580	-27%	-$13.8M	3.11%	2
2023 Q4	$45M	Sell	78,490 -1,170	-1%	-$552K	3.64%	1
2023 Q3	$35.4M	Sell	79,660 -9,142	-10%	-$4.18M	3.1%	2
2023 Q2	$39.5M	Sell	88,802 -18,702	-17%	-$6.93M	3.54%	1
2023 Q1	$42.5M	Sell	107,504 -1,171	-1%	-$492K	4%	1
2022 Q4	$38.6M	Buy	108,675 +734	+0.7%	+$241K	3.49%	2
2022 Q3	$29.2M	Buy	107,941 +1,150	+1%	+$335K	2.89%	5
2022 Q2	$25.9M	Sell	106,791 -215	-0.2%	-$63.3K	2.53%	8
2022 Q1	$38M	Sell	107,006 -410	-0.4%	-$134K	3.28%	3
2021 Q4	$35.7M	Sell	107,416 -760	-0.7%	-$271K	2.99%	6
2021 Q3	$38M	Sell	108,176 -1,751	-2%	-$588K	3.39%	5
2021 Q2	$35.1M	Sell	109,927 -1,312	-1%	-$424K	3.15%	5
2021 Q1	$36.6M	Sell	111,239 -1,937	-2%	-$549K	3.53%	2
2020 Q4	$26.2M	Buy	113,176 +575	+0.5%	+$121K	2.82%	8
2020 Q3	$19.6M	Sell	112,601 -225	-0.2%	-$37.8K	2.47%	14
2020 Q2	$16.8M	Sell	112,826 -35	-0%	-$4.44K	2.27%	18
2020 Q1	$11.6M	Buy	112,861 +2,990	+3%	+$396K	1.82%	20
2019 Q4	$18.3M	Sell	109,871 -68,476	-38%	-$9.95M	2.36%	18
2019 Q3	$22.2M	Sell	178,347 -9,266	-5%	-$1.12M	3%	10
2019 Q2	$24.9M	Buy	187,613 +23	+0%	+$2.92K	3.36%	8
2019 Q1	$21.4M	Sell	187,590 -310	-0.2%	-$38.3K	3.03%	10
2018 Q4	$19.3M	Buy	187,900 +115,230	+159%	+$13.9M	3.06%	9
2018 Q3	$11.9M	Buy	72,670 +2,805	+4%	+$437K	1.55%	24
2018 Q2	$10.3M	Buy	69,865 +6,350	+10%	+$1.04M	1.42%	25
2018 Q1	$11M	Buy	63,515 +3,155	+5%	+$560K	1.56%	22
2017 Q4	$10.4M	Buy	60,360 +3,725	+7%	+$567K	1.46%	24
2017 Q3	$7.86M	Buy	56,635 +1,675	+3%	+$200K	1.14%	29
2017 Q2	$6.2M	Buy	+54,960	New	+$6.14M	0.97%	30

Other funds holding URI

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

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

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Atwood & Palmer's URI Position: Q2 2026 in Review

Atwood & Palmer increased its United Rentals (URI) stake by 0.1% in Q2 2026, buying an estimated $54.2K and bringing the position to 58,622 shares worth $66.4M. The position accounts for 3.54% of the portfolio, ranked #3.

Atwood & Palmer first reported a position in URI in Q2 2017 and has held it in 37 quarters since. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Atwood & Palmer held 58,622 shares of United Rentals worth $66.4M as of Q2 2026.
Atwood & Palmer bought 57 United Rentals shares in Q2 2026, an estimated $54.2K.
United Rentals made up 3.54% of Atwood & Palmer's portfolio in Q2 2026, its #3 holding.
Atwood & Palmer first reported a position in United Rentals in Q2 2017 and has held it in 37 quarters since.
455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.