Avior Wealth Management’s United Rentals URI Stock Holding History

Avior 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	$460K	Buy	406 +19	+5%	+$18.1K	0.01%	536
2026 Q1	$282K	Buy	387 +60	+18%	+$50.4K	0.01%	705
2025 Q4	$265K	Buy	327 +102	+45%	+$88.5K	0.01%	648
2025 Q3	$215K	Buy	+225	New	+$200K	0.01%	685
2025 Q1	–	Sell	-223	Closed	-$157K	–	2250
2024 Q4	$157K	Buy	223 +6	+3%	+$4.88K	0.01%	776
2024 Q3	$176K	Buy	217 +42	+24%	+$30.2K	0.01%	736
2024 Q2	$113K	Sell	175 -65	-27%	-$43.2K	﹤0.01%	825
2024 Q1	$173K	Buy	+240	New	+$154K	0.01%	757
2023 Q2	–	Sell	-10	Closed	-$3.96K	–	1682
2023 Q1	$3.96K	Buy	+10	New	+$4.2K	﹤0.01%	1260
2017 Q1	–	Sell	-50	Closed	-$5K	–	526
2016 Q4	$5K	Hold	50	–	–	﹤0.01%	394
2016 Q3	$4K	Hold	50	–	–	﹤0.01%	398
2016 Q2	$3K	Hold	50	–	–	﹤0.01%	407
2016 Q1	$3K	Hold	50	–	–	﹤0.01%	425
2015 Q4	$4K	Buy	+50	New	+$3.61K	﹤0.01%	380

Other funds holding URI

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

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

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return