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Baker Tilly Wealth Management’s United Rentals URI Stock Holding History

Baker Tilly 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 		$227K Buy
+201
New +$191K 0.05% 261
2024
Q3 		– Sell
-346
Closed -$224K – 288
2024
Q2 		$224K Sell
346
-720
-68% -$479K 0.09% 247
2024
Q1 		$769K Sell
1,066
-7
-0.7% -$4.49K 0.14% 164
2023
Q4 		$615K Sell
1,073
-5
-0.5% -$2.36K 0.1% 225
2023
Q3 		$479K Sell
1,078
-662
-38% -$303K 0.08% 269
2023
Q2 		$775K Sell
1,740
-6
-0.3% -$2.22K 0.08% 250
2023
Q1 		$691K Buy
1,746
+506
+41% +$213K 0.08% 265
2022
Q4 		$441K Sell
1,240
-102
-8% -$33.5K 0.05% 355
2022
Q3 		$363K Sell
1,342
-3
-0.2% -$873 0.05% 373
2022
Q2 		$327K Buy
1,345
+3
+0.2% +$883 0.04% 400
2022
Q1 		$477K Buy
1,342
+32
+2% +$10.4K 0.05% 357
2021
Q4 		$435K Sell
1,310
-17
-1% -$6.06K 0.05% 379
2021
Q3 		$466K Sell
1,327
-6
-0.5% -$2.01K 0.06% 329
2021
Q2 		$425K Sell
1,333
-53
-4% -$17.1K 0.07% 315
2021
Q1 		$456K Sell
1,386
-174
-11% -$49.3K 0.09% 256
2020
Q4 		$362K Buy
+1,560
New +$330K 0.11% 199

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Baker Tilly Wealth Management's URI Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in United Rentals (URI) in Q2 2026: 201 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #261 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in URI as recently as Q2 2024.

Baker Tilly Wealth Management first reported a position in URI in Q4 2020 and has held it in 16 quarters since. The position peaked at $775K in Q2 2023. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Baker Tilly Wealth Management held 201 shares of United Rentals worth $227K as of Q2 2026.
  • United Rentals was a new Baker Tilly Wealth Management position in Q2 2026.
  • United Rentals made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Baker Tilly Wealth Management first reported a position in United Rentals in Q4 2020 and has held it in 16 quarters since.
  • Baker Tilly Wealth Management's United Rentals position peaked at $775K in Q2 2023.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.