Bay Harbor Wealth Management’s United Rentals URI Stock Holding History

Bay Harbor 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	$17K	Buy	15 +6	+67%	+$5.71K	﹤0.01%	209
2026 Q1	$6.56K	Buy	9 +1	+13%	+$840	﹤0.01%	293
2025 Q4	$6.47K	Buy	8 +2	+33%	+$1.74K	﹤0.01%	236
2025 Q3	$5.73K	Buy	6 +2	+50%	+$1.78K	﹤0.01%	186
2025 Q2	$3.01K	Buy	4 +3	+300%	+$2.01K	﹤0.01%	242
2025 Q1	$626	Buy	+1	New	+$687	﹤0.01%	386
2021 Q2	–	Sell	-5	Closed	-$2K	–	227
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	204
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	404
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	364
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	332
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	326
2019 Q4	$1K	Buy	+5	New	+$726	﹤0.01%	329

Other funds holding URI

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Bay Harbor Wealth Management's URI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its United Rentals (URI) stake by 67% in Q2 2026, buying an estimated $5.71K and bringing the position to 15 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Bay Harbor Wealth Management first reported a position in URI in Q4 2019 and has held it in 12 quarters since. 733 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Bay Harbor Wealth Management held 15 shares of United Rentals worth $17K as of Q2 2026.
Bay Harbor Wealth Management bought 6 United Rentals shares in Q2 2026, an estimated $5.71K.
United Rentals made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #209 holding.
Bay Harbor Wealth Management first reported a position in United Rentals in Q4 2019 and has held it in 12 quarters since.
733 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.