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Ballentine Partners’s United Rentals URI Stock Holding History

Ballentine 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 		$1.21M Sell
1,067
-227
-18% -$216K 0.01% 328
2026
Q1 		$943K Sell
1,294
-30
-2% -$25.2K 0.01% 368
2025
Q4 		$1.07M Sell
1,324
-285
-18% -$247K 0.02% 313
2025
Q3 		$1.54M Buy
1,609
+44
+3% +$39.2K 0.02% 248
2025
Q2 		$1.18M Buy
1,565
+262
+20% +$175K 0.02% 289
2025
Q1 		$817K Buy
1,303
+216
+20% +$148K 0.01% 330
2024
Q4 		$766K Buy
1,087
+2
+0.2% +$1.63K 0.01% 337
2024
Q3 		$879K Buy
1,085
+83
+8% +$59.7K 0.02% 306
2024
Q2 		$648K Sell
1,002
-43
-4% -$28.6K 0.01% 350
2024
Q1 		$754K Buy
1,045
+156
+18% +$100K 0.01% 303
2023
Q4 		$510K Buy
889
+18
+2% +$8.49K 0.01% 364
2023
Q3 		$387K Buy
871
+18
+2% +$8.24K 0.01% 371
2023
Q2 		$380K Buy
853
+41
+5% +$15.2K 0.01% 383
2023
Q1 		$321K Sell
812
-1,030
-56% -$433K 0.01% 398
2022
Q4 		$655K Buy
1,842
+998
+118% +$328K 0.02% 233
2022
Q3 		$228K Buy
+844
New +$246K 0.01% 406
2022
Q2 		– Sell
-711
Closed -$252K – 484
2022
Q1 		$252K Buy
711
+4
+0.6% +$1.31K 0.01% 395
2021
Q4 		$235K Hold
707
– – 0.01% 415
2021
Q3 		$248K Buy
707
+27
+4% +$9.06K 0.01% 358
2021
Q2 		$217K Buy
680
+3
+0.4% +$969 0.01% 388
2021
Q1 		$223K Buy
+677
New +$192K 0.01% 358
2017
Q4 		– Sell
-2,002
Closed -$278K – 419
2017
Q3 		$278K Hold
2,002
– – 0.02% 286
2017
Q2 		$243K Buy
+2,002
New +$224K 0.02% 313

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Ballentine Partners's URI Position: Q2 2026 in Review

Ballentine Partners reduced its United Rentals (URI) stake by 18% in Q2 2026, selling an estimated $216K and leaving 1,067 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #328.

Ballentine Partners first reported a position in URI in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.54M in Q3 2025. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Ballentine Partners held 1,067 shares of United Rentals worth $1.21M as of Q2 2026.
  • Ballentine Partners sold 227 United Rentals shares in Q2 2026, an estimated $216K.
  • United Rentals made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #328 holding.
  • Ballentine Partners first reported a position in United Rentals in Q2 2017 and has held it in 23 quarters since.
  • Ballentine Partners's United Rentals position peaked at $1.54M in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.