BC
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Burney Company’s United Rentals URI Stock Holding History

Burney Company’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 		$11.4M Sell
10,040
-1,048
-9% -$997K 0.31% 56
2026
Q1 		$8.08M Sell
11,088
-3,991
-26% -$3.35M 0.25% 70
2025
Q4 		$12.2M Sell
15,079
-106
-0.7% -$92K 0.38% 57
2025
Q3 		$14.5M Sell
15,185
-564
-4% -$503K 0.46% 50
2025
Q2 		$11.9M Sell
15,749
-4,061
-20% -$2.72M 0.4% 59
2025
Q1 		$12.4M Buy
19,810
+469
+2% +$322K 0.45% 61
2024
Q4 		$13.6M Buy
19,341
+86
+0.4% +$69.9K 0.48% 53
2024
Q3 		$15.6M Sell
19,255
-686
-3% -$493K 0.55% 41
2024
Q2 		$12.9M Buy
19,941
+3,020
+18% +$2.01M 0.49% 50
2024
Q1 		$12.2M Sell
16,921
-281
-2% -$180K 0.46% 53
2023
Q4 		$9.86M Buy
17,202
+176
+1% +$83K 0.42% 59
2023
Q3 		$7.57M Sell
17,026
-301
-2% -$138K 0.35% 73
2023
Q2 		$7.72M Sell
17,327
-13,336
-43% -$4.94M 0.35% 74
2023
Q1 		$12.1M Buy
30,663
+15,350
+100% +$6.45M 0.6% 37
2022
Q4 		$5.44M Buy
15,313
+12,082
+374% +$3.97M 0.28% 105
2022
Q3 		$873K Buy
3,231
+980
+44% +$285K 0.05% 327
2022
Q2 		$547K Sell
2,251
-7,355
-77% -$2.16M 0.03% 397
2022
Q1 		$3.41M Sell
9,606
-845
-8% -$276K 0.16% 167
2021
Q4 		$3.47M Sell
10,451
-148
-1% -$52.8K 0.15% 167
2021
Q3 		$3.72M Sell
10,599
-84
-0.8% -$28.2K 0.17% 152
2021
Q2 		$3.41M Sell
10,683
-160
-1% -$51.7K 0.16% 166
2021
Q1 		$3.57M Sell
10,843
-185
-2% -$52.4K 0.18% 154
2020
Q4 		$2.56M Sell
11,028
-350
-3% -$73.9K 0.14% 185
2020
Q3 		$1.99M Buy
11,378
+3,867
+51% +$650K 0.12% 207
2020
Q2 		$1.12M Buy
+7,511
New +$953K 0.07% 256
2020
Q1 		– Sell
-2,298
Closed -$383K – 475
2019
Q4 		$383K Sell
2,298
-1,508
-40% -$219K 0.02% 366
2019
Q3 		$474K Sell
3,806
-4,476
-54% -$543K 0.03% 319
2019
Q2 		$1.1M Sell
8,282
-6,595
-44% -$837K 0.07% 253
2019
Q1 		$1.7M Sell
14,877
-2,011
-12% -$248K 0.11% 203
2018
Q4 		$1.73M Buy
16,888
+7,930
+89% +$955K 0.12% 194
2018
Q3 		$1.47M Buy
+8,958
New +$1.39M 0.09% 222
2016
Q4 		– Sell
-3,530
Closed -$265K – 396
2016
Q3 		$265K Sell
3,530
-100
-3% -$7.66K 0.02% 330
2016
Q2 		$244K Sell
3,630
-168
-4% -$11K 0.02% 336
2016
Q1 		$236K Sell
3,798
-475
-11% -$26.4K 0.02% 354
2015
Q4 		$310K Sell
4,273
-100
-2% -$7.23K 0.02% 300
2015
Q3 		$263K Buy
4,373
+40
+0.9% +$2.78K 0.02% 318
2015
Q2 		$380K Buy
+4,333
New +$415K 0.03% 305

Other funds holding URI

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
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
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Burney Company's URI Position: Q2 2026 in Review

Burney Company reduced its United Rentals (URI) stake by 9.5% in Q2 2026, selling an estimated $997K and leaving 10,040 shares worth $11.4M. The position accounts for 0.31% of the portfolio, ranked #56.

Burney Company first reported a position in URI in Q2 2015 and has held it in 37 quarters since. The position peaked at $15.6M in Q3 2024. 245 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Burney Company held 10,040 shares of United Rentals worth $11.4M as of Q2 2026.
  • Burney Company sold 1,048 United Rentals shares in Q2 2026, an estimated $997K.
  • United Rentals made up 0.31% of Burney Company's portfolio in Q2 2026, its #56 holding.
  • Burney Company first reported a position in United Rentals in Q2 2015 and has held it in 37 quarters since.
  • Burney Company's United Rentals position peaked at $15.6M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.