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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
Q3 		$365K Sell
365
-41
-10% -$43.7K 0.01% 602
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 – 2248
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 – 1676
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

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

Avior Wealth Management reduced its United Rentals (URI) stake by 10% in Q3 2026, selling an estimated $43.7K and leaving 365 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #602.

Avior Wealth Management first reported a position in URI in Q4 2015 and has held it in 15 quarters since. The position peaked at $460K in Q2 2026. 120 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Avior Wealth Management held 365 shares of United Rentals worth $365K as of Q3 2026.
  • Avior Wealth Management sold 41 United Rentals shares in Q3 2026, an estimated $43.7K.
  • United Rentals made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #602 holding.
  • Avior Wealth Management first reported a position in United Rentals in Q4 2015 and has held it in 15 quarters since.
  • Avior Wealth Management's United Rentals position peaked at $460K in Q2 2026.
  • 120 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

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