Aureus Asset Management’s United Rentals URI Stock Holding History

Aureus Asset 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	$340K	Hold	300	–	–	0.02%	178
2026 Q1	$219K	Hold	300	–	–	0.01%	212
2025 Q4	$243K	Hold	300	–	–	0.02%	175
2025 Q3	$286K	Hold	300	–	–	0.02%	165
2025 Q2	$226K	Buy	+300	New	+$201K	0.01%	190
2025 Q1	–	Sell	-300	Closed	-$211K	–	218
2024 Q4	$211K	Hold	300	–	–	0.01%	200
2024 Q3	$243K	Buy	+300	New	+$216K	0.02%	181
2022 Q2	–	Sell	-1,636	Closed	-$581K	–	210
2022 Q1	$581K	Buy	+1,636	New	+$534K	0.04%	135
2015 Q2	–	Sell	-3,060	Closed	-$279K	–	176
2015 Q1	$279K	Buy	+3,060	New	+$275K	0.06%	119
2014 Q4	–	Sell	-6,945	Closed	-$772K	–	141
2014 Q3	$772K	Buy	6,945 +15	+0.2%	+$1.69K	0.19%	65
2014 Q2	$726K	Hold	6,930	–	–	0.18%	70
2014 Q1	$658K	Buy	6,930 +170	+3%	+$14.4K	0.17%	85
2013 Q4	$527K	Buy	6,760 +360	+6%	+$24.1K	0.14%	90
2013 Q3	$373K	Buy	+6,400	New	+$355K	0.13%	87

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aureus Asset Management's URI Position: Q2 2026 in Review

Aureus Asset Management held its United Rentals (URI) position steady in Q2 2026 at 300 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #178.

Aureus Asset Management first reported a position in URI in Q3 2013 and has held it in 14 quarters since. The position peaked at $772K in Q3 2014. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Aureus Asset Management held 300 shares of United Rentals worth $340K as of Q2 2026.
Aureus Asset Management left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.02% of Aureus Asset Management's portfolio in Q2 2026, its #178 holding.
Aureus Asset Management first reported a position in United Rentals in Q3 2013 and has held it in 14 quarters since.
Aureus Asset Management's United Rentals position peaked at $772K in Q3 2014.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.