Caliber Wealth Management (Kansas)’s United Rentals URI Stock Holding History

Caliber Wealth Management (Kansas)’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	$5.55M	Sell	4,900 -89	-2%	-$84.7K	0.54%	33
2026 Q1	$3.63M	Sell	4,989 -105	-2%	-$88.2K	0.4%	53
2025 Q4	$4.12M	Sell	5,094 -296	-5%	-$257K	0.44%	41
2025 Q3	$5.15M	Sell	5,390 -199	-4%	-$177K	0.57%	35
2025 Q2	$4.21M	Sell	5,589 -149	-3%	-$99.7K	0.45%	43
2025 Q1	$3.6M	Buy	+5,738	New	+$3.94M	0.49%	46

Other funds holding URI

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Caliber Wealth Management (Kansas)'s URI Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its United Rentals (URI) stake by 1.8% in Q2 2026, selling an estimated $84.7K and leaving 4,900 shares worth $5.55M. The position accounts for 0.54% of the portfolio, ranked #33.

Caliber Wealth Management (Kansas) first reported a position in URI in Q1 2025 and has held it in 6 quarters since. 693 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Caliber Wealth Management (Kansas) held 4,900 shares of United Rentals worth $5.55M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 89 United Rentals shares in Q2 2026, an estimated $84.7K.
United Rentals made up 0.54% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #33 holding.
Caliber Wealth Management (Kansas) first reported a position in United Rentals in Q1 2025 and has held it in 6 quarters since.
693 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.