Canandaigua National Bank & Trust’s United Rentals URI Stock Holding History

Canandaigua National Bank & Trust’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	$1.13M	Buy	+1,000	New	+$951K	0.1%	176
2025 Q4	$809K	Hold	1,000	–	–	0.07%	201
2025 Q3	$955K	Hold	1,000	–	–	0.08%	194
2025 Q2	$753K	Hold	1,000	–	–	0.07%	209
2025 Q1	$627K	Sell	1,000 -73	-7%	-$50.2K	0.06%	218
2024 Q4	$756K	Hold	1,073	–	–	0.07%	200
2024 Q3	$869K	Hold	1,073	–	–	0.08%	196
2024 Q2	$694K	Buy	1,073 +73	+7%	+$48.5K	0.08%	189
2024 Q1	$721K	Sell	1,000 -18	-2%	-$11.6K	0.11%	158
2023 Q4	$584K	Hold	1,018	–	–	0.09%	160
2023 Q3	$453K	Hold	1,018	–	–	0.07%	174
2023 Q2	$453K	Buy	1,018 +18	+2%	+$6.67K	0.07%	177
2023 Q1	$396K	Buy	+1,000	New	+$420K	0.07%	183

Other funds holding URI

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Canandaigua National Bank & Trust's URI Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in United Rentals (URI) in Q2 2026: 1,000 shares worth $1.13M. The stake represents 0.1% of the portfolio and ranks #176 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in URI as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in URI in Q1 2023 and has held it in 13 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Canandaigua National Bank & Trust held 1,000 shares of United Rentals worth $1.13M as of Q2 2026.
United Rentals was a new Canandaigua National Bank & Trust position in Q2 2026.
United Rentals made up 0.1% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #176 holding.
Canandaigua National Bank & Trust first reported a position in United Rentals in Q1 2023 and has held it in 13 quarters since.
1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.