Beaird Harris Wealth Management’s United Rentals URI Stock Holding History

Beaird Harris 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	$10.2K	Hold	9	–	–	﹤0.01%	391
2026 Q1	$6.56K	Hold	9	–	–	﹤0.01%	392
2025 Q4	$7.28K	Sell	9 -36	-80%	-$31.2K	﹤0.01%	418
2025 Q3	$43K	Buy	45 +1	+2%	+$891	﹤0.01%	264
2025 Q2	$33.1K	Buy	44 +2	+5%	+$1.34K	﹤0.01%	293
2025 Q1	$26.3K	Hold	42	–	–	﹤0.01%	284
2024 Q4	$29.6K	Buy	42 +36	+600%	+$29.3K	﹤0.01%	279
2024 Q3	$4.86K	Sell	6 -1	-14%	-$719	﹤0.01%	377
2024 Q2	$4.36K	Buy	7 +1	+17%	+$665	﹤0.01%	461
2024 Q1	$4.33K	Hold	6	–	–	﹤0.01%	405
2023 Q4	$3.44K	Buy	+6	New	+$2.83K	﹤0.01%	416
2023 Q1	–	Sell	-13	Closed	-$4.62K	–	737
2022 Q4	$4.62K	Buy	+13	New	+$4.27K	﹤0.01%	431

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Beaird Harris Wealth Management's URI Position: Q2 2026 in Review

Beaird Harris Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 9 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Beaird Harris Wealth Management first reported a position in URI in Q4 2022 and has held it in 12 quarters since. The position peaked at $43K in Q3 2025. 796 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Beaird Harris Wealth Management held 9 shares of United Rentals worth $10.2K as of Q2 2026.
Beaird Harris Wealth Management left its United Rentals share count unchanged in Q2 2026.
United Rentals made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #391 holding.
Beaird Harris Wealth Management first reported a position in United Rentals in Q4 2022 and has held it in 12 quarters since.
Beaird Harris Wealth Management's United Rentals position peaked at $43K in Q3 2025.
796 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.