Brandywine Oak Private Wealth’s United Rentals URI Stock Holding History

Brandywine Oak Private Wealth’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	$4.81M	Buy	4,245 +533	+14%	+$507K	0.36%	33
2026 Q1	$2.7M	Hold	3,712	–	–	0.23%	57
2025 Q4	$3M	Hold	3,712	–	–	0.25%	51
2025 Q3	$3.54M	Hold	3,712	–	–	0.31%	45
2025 Q2	$2.8M	Buy	3,712 +528	+17%	+$353K	0.26%	51
2025 Q1	$2M	Sell	3,184 -2	-0.1%	-$1.38K	0.2%	63
2024 Q4	$2.24M	Buy	3,186 +2	+0.1%	+$1.63K	0.22%	58
2024 Q3	$2.58M	Hold	3,184	–	–	0.25%	56
2024 Q2	$2.06M	Buy	3,184 +438	+16%	+$291K	0.21%	62
2024 Q1	$1.98M	Hold	2,746	–	–	0.21%	65
2023 Q4	$1.57M	Sell	2,746 -630	-19%	-$297K	0.17%	69
2023 Q3	$1.5M	Hold	3,376	–	–	0.18%	70
2023 Q2	$1.5M	Buy	3,376 +1,281	+61%	+$475K	0.17%	72
2023 Q1	$829K	Buy	2,095 +50	+2%	+$21K	0.1%	107
2022 Q4	$727K	Buy	2,045 +1,120	+121%	+$368K	0.09%	123
2022 Q3	$249K	Hold	925	–	–	0.03%	235
2022 Q2	$224K	Hold	925	–	–	0.03%	294
2022 Q1	$328K	Sell	925 -25	-3%	-$8.16K	0.04%	244
2021 Q4	$315K	Buy	950 +25	+3%	+$8.91K	0.03%	246
2021 Q3	$324K	Buy	+925	New	+$311K	0.04%	239

Other funds holding URI

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Brandywine Oak Private Wealth's URI Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its United Rentals (URI) stake by 14% in Q2 2026, buying an estimated $507K and bringing the position to 4,245 shares worth $4.81M. The position accounts for 0.36% of the portfolio, ranked #33.

Brandywine Oak Private Wealth first reported a position in URI in Q3 2021 and has held it in 20 quarters since. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Brandywine Oak Private Wealth held 4,245 shares of United Rentals worth $4.81M as of Q2 2026.
Brandywine Oak Private Wealth bought 533 United Rentals shares in Q2 2026, an estimated $507K.
United Rentals made up 0.36% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #33 holding.
Brandywine Oak Private Wealth first reported a position in United Rentals in Q3 2021 and has held it in 20 quarters since.
455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.