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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
Q3 		– Sell
-201
Closed -$227K – 307
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

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
Gradient Investments
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
Eastern Bank
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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Addenda Capital
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

Baker Tilly Wealth Management's URI Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of United Rentals (URI) in Q3 2026, closing a stake of 201 shares — an estimated $227K sold.

Baker Tilly Wealth Management first reported a position in URI in Q4 2020 and held it in 16 quarters. The position peaked at $775K in Q2 2023. 149 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining United Rentals position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 201 United Rentals shares in Q3 2026, an estimated $227K.
  • Baker Tilly Wealth Management first reported a position in United Rentals in Q4 2020 and held it in 16 quarters.
  • Baker Tilly Wealth Management's United Rentals position peaked at $775K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.