BIA
URI icon

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
Q1 		$452K Sell
51
-3
-6% -$2.52K 0.45% 35
2025
Q4 		$733K Sell
54
-5
-8% -$4.34K 0.7% 31
2025
Q3 		$1.37M Buy
+59
New +$52.6K 1.17% 30
2025
Q2 		– Hold
0
– – – 28

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baer Investment Advisory's URI Position: Q1 2026 in Review

Baer Investment Advisory reduced its United Rentals (URI) stake by 1.7% in Q1 2026, selling an estimated $47.9K and leaving 3,315 shares worth $2.42M. The position accounts for 2.41% of the portfolio, ranked #19.

Baer Investment Advisory first reported a position in URI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.68M in Q4 2024. 1,457 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Baer Investment Advisory held 3,315 shares of United Rentals worth $2.42M as of Q1 2026.
  • Baer Investment Advisory sold 57 United Rentals shares in Q1 2026, an estimated $47.9K.
  • United Rentals made up 2.41% of Baer Investment Advisory's portfolio in Q1 2026, its #19 holding.
  • Baer Investment Advisory first reported a position in United Rentals in Q4 2024 and has held it in 6 quarters since.
  • Baer Investment Advisory's United Rentals position peaked at $3.68M in Q4 2024.
  • 1,457 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.