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Beacon Investment Advisory Services’s United Rentals URI Stock Holding History

Beacon Investment Advisory Services’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 		$14.6M Buy
12,881
+217
+2% +$206K 0.54% 47
2026
Q1 		$9.23M Buy
12,664
+4,437
+54% +$3.73M 0.38% 65
2025
Q4 		$6.66M Buy
8,227
+7,663
+1,359% +$6.65M 0.27% 85
2025
Q3 		$538K Hold
564
– – 0.02% 168
2025
Q2 		$425K Sell
564
-37
-6% -$24.7K 0.02% 178
2025
Q1 		$377K Sell
601
-19
-3% -$13.1K 0.02% 184
2024
Q4 		$437K Hold
620
– – 0.02% 179
2024
Q3 		$502K Hold
620
– – 0.02% 178
2024
Q2 		$401K Hold
620
– – 0.02% 190
2024
Q1 		$447K Hold
620
– – 0.02% 186
2023
Q4 		$356K Buy
620
+3
+0.5% +$1.42K 0.02% 210
2023
Q3 		$274K Buy
617
+7
+1% +$3.2K 0.01% 239
2023
Q2 		$272K Hold
610
– – 0.01% 244
2023
Q1 		$241K Sell
610
-27
-4% -$11.3K 0.01% 251
2022
Q4 		$226K Buy
+637
New +$209K 0.01% 254
2022
Q2 		– Sell
-1,286
Closed -$457K – 306
2022
Q1 		$457K Sell
1,286
-16
-1% -$5.22K 0.02% 216
2021
Q4 		$433K Sell
1,302
-9
-0.7% -$3.21K 0.02% 223
2021
Q3 		$460K Buy
1,311
+10
+0.8% +$3.36K 0.02% 211
2021
Q2 		$415K Sell
1,301
-6
-0.5% -$1.94K 0.02% 228
2021
Q1 		$430K Hold
1,307
– – 0.02% 214
2020
Q4 		$303K Hold
1,307
– – 0.01% 227
2020
Q3 		$228K Buy
+1,307
New +$220K 0.01% 227
2020
Q1 		– Sell
-1,392
Closed -$232K – 252
2019
Q4 		$232K Sell
1,392
-264
-16% -$38.3K 0.01% 235
2019
Q3 		$206K Hold
1,656
– – 0.02% 229
2019
Q2 		$220K Buy
+1,656
New +$210K 0.02% 217
2018
Q4 		– Sell
-1,667
Closed -$273K – 266
2018
Q3 		$273K Sell
1,667
-1,592
-49% -$248K 0.03% 225
2018
Q2 		$481K Buy
3,259
+132
+4% +$21.6K 0.05% 162
2018
Q1 		$540K Buy
3,127
+57
+2% +$10.1K 0.06% 155
2017
Q4 		$528K Sell
3,070
-1,109
-27% -$169K 0.06% 142
2017
Q3 		$580K Buy
+4,179
New +$499K 0.05% 169

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Beacon Investment Advisory Services's URI Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its United Rentals (URI) stake by 1.7% in Q2 2026, buying an estimated $206K and bringing the position to 12,881 shares worth $14.6M. The position accounts for 0.54% of the portfolio, ranked #47.

Beacon Investment Advisory Services first reported a position in URI in Q3 2017 and has held it in 30 quarters since. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Beacon Investment Advisory Services held 12,881 shares of United Rentals worth $14.6M as of Q2 2026.
  • Beacon Investment Advisory Services bought 217 United Rentals shares in Q2 2026, an estimated $206K.
  • United Rentals made up 0.54% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #47 holding.
  • Beacon Investment Advisory Services first reported a position in United Rentals in Q3 2017 and has held it in 30 quarters since.
  • 455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.