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Baer Investment Advisory’s United Rentals URI Stock Holding History

Baer Investment Advisory’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 		$3.38M Sell
3,038
-277
-8% -$264K 2.83% 17
2026
Q1 		$2.42M Sell
3,315
-57
-2% -$47.9K 2.41% 19
2025
Q4 		$2.73M Buy
3,372
+245
+8% +$213K 2.6% 16
2025
Q3 		$2.99M Buy
3,127
+46
+1% +$41K 2.56% 17
2025
Q2 		$2.13M Sell
3,081
-121
-4% -$80.9K 2.42% 19
2025
Q1 		$2.77M Buy
3,202
+18
+0.6% +$12.4K 3.58% 17
2024
Q4 		$3.68M Buy
+3,184
New +$2.59M 3.97% 12

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baer Investment Advisory's URI Position: Q2 2026 in Review

Baer Investment Advisory reduced its United Rentals (URI) stake by 8.4% in Q2 2026, selling an estimated $264K and leaving 3,038 shares worth $3.38M. The position accounts for 2.83% of the portfolio, ranked #17.

Baer Investment Advisory first reported a position in URI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q4 2024. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Baer Investment Advisory held 3,038 shares of United Rentals worth $3.38M as of Q2 2026.
  • Baer Investment Advisory sold 277 United Rentals shares in Q2 2026, an estimated $264K.
  • United Rentals made up 2.83% of Baer Investment Advisory's portfolio in Q2 2026, its #17 holding.
  • Baer Investment Advisory first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • Baer Investment Advisory's United Rentals position peaked at $3.68M in Q4 2024.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.