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Baldwin Wealth Partners’s United Rentals URI Stock Holding History

Baldwin Wealth Partners’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 		$27.1M Sell
23,897
-6,220
-21% -$5.92M 1.77% 14
2026
Q1 		$21.9M Sell
30,117
-6,027
-17% -$5.06M 1.59% 18
2025
Q4 		$29.3M Buy
36,144
+387
+1% +$336K 1.87% 14
2025
Q3 		$34.1M Sell
35,757
-557
-2% -$496K 2.22% 12
2025
Q2 		$27.4M Sell
36,314
-58
-0.2% -$38.8K 1.86% 13
2025
Q1 		$22.8M Buy
36,372
+763
+2% +$525K 1.6% 17
2024
Q4 		$25.1M Buy
35,609
+1,948
+6% +$1.58M 1.73% 13
2024
Q3 		$27.3M Buy
33,661
+190
+0.6% +$137K 1.86% 12
2024
Q2 		$21.6M Sell
33,471
-2,488
-7% -$1.65M 1.69% 16
2024
Q1 		$25.9M Sell
35,959
-6,380
-15% -$4.09M 1.95% 13
2023
Q4 		$24.3M Sell
42,339
-871
-2% -$411K 1.91% 12
2023
Q3 		$19.2M Sell
43,210
-565
-1% -$259K 1.65% 15
2023
Q2 		$19.5M Buy
43,775
+324
+0.7% +$120K 1.6% 14
2023
Q1 		$17.2M Buy
43,451
+621
+1% +$261K 1.5% 19
2022
Q4 		$15.2M Buy
42,830
+9,931
+30% +$3.26M 1.38% 19
2022
Q3 		$8.89M Sell
32,899
-262
-0.8% -$76.3K 1.23% 26
2022
Q2 		$8.05M Buy
33,161
+25,007
+307% +$7.36M 1.04% 30
2022
Q1 		$2.9M Sell
8,154
-13
-0.2% -$4.25K 0.31% 49
2021
Q4 		$2.71M Sell
8,167
-193
-2% -$68.8K 0.27% 52
2021
Q3 		$2.93M Hold
8,360
– – 0.33% 50
2021
Q2 		$2.67M Sell
8,360
-174
-2% -$56.2K 0.29% 51
2021
Q1 		$2.81M Sell
8,534
-760
-8% -$215K 0.33% 50
2020
Q4 		$2.15M Sell
9,294
-421
-4% -$88.9K 0.27% 54
2020
Q3 		$1.7M Sell
9,715
-143
-1% -$24K 0.23% 61
2020
Q2 		$1.47M Sell
9,858
-240
-2% -$30.4K 0.22% 66
2020
Q1 		$1.04M Buy
10,098
+1,745
+21% +$231K 0.18% 71
2019
Q4 		$1.39M Sell
8,353
-50
-0.6% -$7.26K 0.19% 71
2019
Q3 		$1.05M Sell
8,403
-10
-0.1% -$1.21K 0.16% 77
2019
Q2 		$1.12M Buy
8,413
+22
+0.3% +$2.79K 0.16% 80
2019
Q1 		$959K Sell
8,391
-42
-0.5% -$5.19K 0.14% 85
2018
Q4 		$865K Sell
8,433
-1,210
-13% -$146K 0.15% 86
2018
Q3 		$1.58M Sell
9,643
-665
-6% -$103K 0.22% 69
2018
Q2 		$1.52M Sell
10,308
-8,039
-44% -$1.31M 0.24% 68
2018
Q1 		$3.17M Sell
18,347
-3,692
-17% -$656K 0.51% 55
2017
Q4 		$3.79M Sell
22,039
-1,408
-6% -$214K 0.59% 50
2017
Q3 		$3.25M Sell
23,447
-62,205
-73% -$7.43M 0.52% 50
2017
Q2 		$9.65M Sell
85,652
-12,353
-13% -$1.38M 1.55% 23
2017
Q1 		$12.3M Sell
98,005
-470
-0.5% -$57.2K 2.02% 15
2016
Q4 		$10.4M Sell
98,475
-43,907
-31% -$4M 1.88% 20
2016
Q3 		$11.2M Sell
142,382
-1,680
-1% -$129K 2.03% 17
2016
Q2 		$9.67M Buy
144,062
+1,609
+1% +$105K 1.99% 16
2016
Q1 		$8.86M Sell
142,453
-2,446
-2% -$136K 1.59% 19
2015
Q4 		$10.5M Sell
144,899
-10,530
-7% -$761K 1.71% 14
2015
Q3 		$9.33M Sell
155,429
-2,732
-2% -$190K 1.57% 19
2015
Q2 		$13.9M Buy
158,161
+7,285
+5% +$698K 2.06% 5
2015
Q1 		$13.8M Buy
150,876
+8,355
+6% +$751K 2.03% 7
2014
Q4 		$14.5M Sell
142,521
-25,500
-15% -$2.73M 2.1% 6
2014
Q3 		$18.7M Buy
168,021
+105
+0.1% +$11.8K 2.65% 3
2014
Q2 		$17.6M Buy
167,916
+580
+0.3% +$56.7K 2.61% 3
2014
Q1 		$15.9M Buy
167,336
+2,545
+2% +$216K 2.55% 3
2013
Q4 		$12.8M Buy
164,791
+122,305
+288% +$8.19M 2.06% 6
2013
Q3 		$2.48M Buy
42,486
+18,681
+78% +$1.04M 0.45% 60
2013
Q2 		$1.19M Buy
+23,805
New +$1.27M 0.24% 100

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Baldwin Wealth Partners's URI Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its United Rentals (URI) stake by 21% in Q2 2026, selling an estimated $5.92M and leaving 23,897 shares worth $27.1M. The position accounts for 1.77% of the portfolio, ranked #14.

Baldwin Wealth Partners first reported a position in URI in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.1M in Q3 2025. 637 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Baldwin Wealth Partners held 23,897 shares of United Rentals worth $27.1M as of Q2 2026.
  • Baldwin Wealth Partners sold 6,220 United Rentals shares in Q2 2026, an estimated $5.92M.
  • United Rentals made up 1.77% of Baldwin Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Baldwin Wealth Partners first reported a position in United Rentals in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's United Rentals position peaked at $34.1M in Q3 2025.
  • 637 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.