Commonwealth Financial Services
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Commonwealth Financial Services’s United Rentals URI Stock Holding History

Commonwealth Financial Services’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 		$334K Sell
334
-1
-0.3% -$1.07K 0.06% 165
2026
Q2 		$379K Hold
335
– – 0.05% 181
2026
Q1 		$244K Hold
335
– – 0.04% 219
2025
Q4 		$271K Buy
335
+3
+0.9% +$2.6K 0.04% 182
2025
Q3 		$317K Sell
332
-2
-0.6% -$1.78K 0.05% 163
2025
Q2 		$252K Buy
334
+8
+2% +$5.35K 0.05% 177
2025
Q1 		$204K Buy
326
+5
+2% +$3.44K 0.04% 192
2024
Q4 		$226K Buy
321
+1
+0.3% +$813 0.04% 178
2024
Q3 		$258K Buy
320
+3
+0.9% +$2.16K 0.05% 167
2024
Q2 		$202K Buy
+317
New +$211K 0.04% 186

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Commonwealth Financial Services's URI Position: Q3 2026 in Review

Commonwealth Financial Services reduced its United Rentals (URI) stake by 0.3% in Q3 2026, selling an estimated $1.07K and leaving 334 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #165.

Commonwealth Financial Services first reported a position in URI in Q2 2024 and has held it in 10 quarters since. The position peaked at $379K in Q2 2026. 332 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Commonwealth Financial Services held 334 shares of United Rentals worth $334K as of Q3 2026.
  • Commonwealth Financial Services sold 1 United Rentals share in Q3 2026, an estimated $1.07K.
  • United Rentals made up 0.06% of Commonwealth Financial Services's portfolio in Q3 2026, its #165 holding.
  • Commonwealth Financial Services first reported a position in United Rentals in Q2 2024 and has held it in 10 quarters since.
  • Commonwealth Financial Services's United Rentals position peaked at $379K in Q2 2026.
  • 332 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.