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Cary Street Partners Investment Advisory’s United Rentals URI Stock Holding History

Cary Street Partners Investment Advisory’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 		$274K Buy
242
+26
+12% +$24.7K 0.06% 315
2026
Q1 		$157K Buy
216
+32
+17% +$26.9K 0.04% 390
2025
Q4 		$149K Buy
184
+34
+23% +$29.5K 0.04% 372
2025
Q3 		$143K Buy
150
+33
+28% +$29.4K 0.06% 320
2025
Q2 		$88.1K Buy
117
+29
+33% +$19.4K 0.04% 337
2025
Q1 		$55.1K Buy
88
+19
+28% +$13.1K 0.03% 355
2024
Q4 		$48.6K Sell
69
-29,092
-100% -$23.6M 0.03% 322
2024
Q3 		$23.6M Sell
29,161
-378
-1% -$272K 0.87% 18
2024
Q2 		$19.1M Sell
29,539
-1,077
-4% -$716K 0.77% 24
2024
Q1 		$22.1M Sell
30,616
-517
-2% -$332K 0.93% 17
2023
Q4 		$17.9M Sell
31,133
-35
-0.1% -$16.5K 0.85% 22
2023
Q3 		$13.9M Sell
31,168
-161
-0.5% -$73.7K 0.75% 27
2023
Q2 		$14M Sell
31,329
-426
-1% -$158K 0.9% 20
2023
Q1 		$12.6M Sell
31,755
-393
-1% -$165K 0.9% 21
2022
Q4 		$11.4M Sell
32,148
-380
-1% -$125K 0.84% 30
2022
Q3 		$8.79M Buy
32,528
+2,724
+9% +$793K 0.72% 42
2022
Q2 		$7.24M Buy
+29,804
New +$8.77M 0.61% 47
2020
Q4 		– Sell
-175
Closed -$31K – 837
2020
Q3 		$31K Buy
+175
New +$29.4K 0.01% 575

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cary Street Partners Investment Advisory's URI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its United Rentals (URI) stake by 12% in Q2 2026, buying an estimated $24.7K and bringing the position to 242 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #315.

Cary Street Partners Investment Advisory first reported a position in URI in Q3 2020 and has held it in 18 quarters since. The position peaked at $23.6M in Q3 2024. 935 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cary Street Partners Investment Advisory held 242 shares of United Rentals worth $274K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 26 United Rentals shares in Q2 2026, an estimated $24.7K.
  • United Rentals made up 0.06% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #315 holding.
  • Cary Street Partners Investment Advisory first reported a position in United Rentals in Q3 2020 and has held it in 18 quarters since.
  • Cary Street Partners Investment Advisory's United Rentals position peaked at $23.6M in Q3 2024.
  • 935 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.