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 Q3	$4.25M	Hold	4,245	–	–	0.32%	38
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Brandywine Oak Private Wealth's URI Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its United Rentals (URI) position steady in Q3 2026 at 4,245 shares worth $4.25M. The position accounts for 0.32% of the portfolio, ranked #38.

Brandywine Oak Private Wealth first reported a position in URI in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.81M in Q2 2026. 909 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Brandywine Oak Private Wealth held 4,245 shares of United Rentals worth $4.25M as of Q3 2026.
Brandywine Oak Private Wealth left its United Rentals share count unchanged in Q3 2026.
United Rentals made up 0.32% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #38 holding.
Brandywine Oak Private Wealth first reported a position in United Rentals in Q3 2021 and has held it in 21 quarters since.
Brandywine Oak Private Wealth's United Rentals position peaked at $4.81M in Q2 2026.
909 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.