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Baker Avenue Asset Management’s United Rentals URI Stock Holding History

Baker Avenue 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 		$816K Sell
721
-9
-1% -$8.56K 0.02% 349
2026
Q1 		$532K Sell
730
-131
-15% -$110K 0.01% 411
2025
Q4 		$697K Buy
861
+172
+25% +$149K 0.02% 309
2025
Q3 		$657K Buy
689
+89
+15% +$79.3K 0.02% 307
2025
Q2 		$452K Sell
600
-15
-2% -$10K 0.01% 316
2025
Q1 		$386K Buy
615
+35
+6% +$24.1K 0.01% 329
2024
Q4 		$409K Buy
580
+41
+8% +$33.3K 0.01% 317
2024
Q3 		$437K Buy
+539
New +$388K 0.01% 304
2023
Q4 		– Sell
-91
Closed -$40.5K – 1435
2023
Q3 		$40.5K Buy
91
+3
+3% +$1.37K ﹤0.01% 550
2023
Q2 		$39.2K Sell
88
-20
-19% -$7.41K ﹤0.01% 557
2023
Q1 		$42.7K Buy
108
+20
+23% +$8.4K ﹤0.01% 554
2022
Q4 		$31.3K Buy
+88
New +$28.9K ﹤0.01% 552
2020
Q2 		– Sell
-3,689
Closed -$379K – 252
2020
Q1 		$379K Sell
3,689
-17,777
-83% -$2.36M 0.05% 141
2019
Q4 		$3.58M Sell
21,466
-1,117
-5% -$162K 0.26% 84
2019
Q3 		$2.81M Sell
22,583
-19
-0.1% -$2.3K 0.22% 81
2019
Q2 		$3M Sell
22,602
-322
-1% -$40.9K 0.24% 81
2019
Q1 		$2.62M Buy
+22,924
New +$2.83M 0.22% 84
2015
Q3 		– Sell
-43,741
Closed -$3.83M – 239
2015
Q2 		$3.83M Sell
43,741
-9,560
-18% -$915K 0.51% 61
2015
Q1 		$4.86M Buy
53,301
+12,877
+32% +$1.16M 0.64% 37
2014
Q4 		$4.12M Buy
40,424
+3,693
+10% +$396K 0.57% 45
2014
Q3 		$4.08M Sell
36,731
-464
-1% -$52.2K 0.57% 46
2014
Q2 		$3.9M Sell
37,195
-4,985
-12% -$487K 0.56% 45
2014
Q1 		$4M Buy
42,180
+34,280
+434% +$2.91M 0.64% 36
2013
Q4 		$616K Sell
7,900
-200
-2% -$13.4K 0.12% 114
2013
Q3 		$472K Buy
+8,100
New +$449K 0.1% 126

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Baker Avenue Asset Management's URI Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its United Rentals (URI) stake by 1.2% in Q2 2026, selling an estimated $8.56K and leaving 721 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #349.

Baker Avenue Asset Management first reported a position in URI in Q3 2013 and has held it in 25 quarters since. The position peaked at $4.86M in Q1 2015. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Baker Avenue Asset Management held 721 shares of United Rentals worth $816K as of Q2 2026.
  • Baker Avenue Asset Management sold 9 United Rentals shares in Q2 2026, an estimated $8.56K.
  • United Rentals made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #349 holding.
  • Baker Avenue Asset Management first reported a position in United Rentals in Q3 2013 and has held it in 25 quarters since.
  • Baker Avenue Asset Management's United Rentals position peaked at $4.86M in Q1 2015.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.