Bank Julius Baer & Co
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Bank Julius Baer & Co’s United Rentals URI Stock Holding History

Bank Julius Baer & Co’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 		$3.02M Sell
2,669
-2,921
-52% -$2.78M 0.01% 292
2026
Q1 		$4M Buy
5,590
+5,576
+39,829% +$4.68M 0.01% 256
2025
Q4 		$11.5K Sell
14
-124
-90% -$108K ﹤0.01% 620
2025
Q3 		$132K Buy
+138
New +$123K ﹤0.01% 514
2023
Q1 		– Sell
-381
Closed -$135K – 609
2022
Q4 		$135K Buy
+381
New +$125K ﹤0.01% 454

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Capital Research Global Investors
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Franklin Resources
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Geode Capital Management
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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co's URI Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its United Rentals (URI) stake by 52% in Q2 2026, selling an estimated $2.78M and leaving 2,669 shares worth $3.02M. The position accounts for 0.01% of the portfolio, ranked #292.

Bank Julius Baer & Co first reported a position in URI in Q4 2022 and has held it in 5 quarters since. The position peaked at $4M in Q1 2026. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Bank Julius Baer & Co held 2,669 shares of United Rentals worth $3.02M as of Q2 2026.
  • Bank Julius Baer & Co sold 2,921 United Rentals shares in Q2 2026, an estimated $2.78M.
  • United Rentals made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #292 holding.
  • Bank Julius Baer & Co first reported a position in United Rentals in Q4 2022 and has held it in 5 quarters since.
  • Bank Julius Baer & Co's United Rentals position peaked at $4M in Q1 2026.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.