Cooper Financial Group’s United Rentals URI Stock Holding History

Cooper Financial Group’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	$295K	Sell	295 -386	-57%	-$412K	0.02%	349
2026 Q2	$771K	Sell	681 -197	-22%	-$187K	0.06%	207
2026 Q1	$639K	Buy	878 +31	+4%	+$26K	0.06%	220
2025 Q4	$686K	Buy	847 +23	+3%	+$20K	0.07%	193
2025 Q3	$787K	Buy	824 +17	+2%	+$15.1K	0.09%	181
2025 Q2	$608K	Buy	807 +13	+2%	+$8.69K	0.07%	210
2025 Q1	$498K	Buy	794 +42	+6%	+$28.9K	0.07%	240
2024 Q4	$530K	Buy	752 +23	+3%	+$18.7K	0.06%	232
2024 Q3	$590K	Buy	+729	New	+$524K	0.08%	221

Other funds holding URI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Cooper Financial Group's URI Position: Q3 2026 in Review

Cooper Financial Group reduced its United Rentals (URI) stake by 57% in Q3 2026, selling an estimated $412K and leaving 295 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #349.

Cooper Financial Group first reported a position in URI in Q3 2024 and has held it in 9 quarters since. The position peaked at $787K in Q3 2025. 423 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Cooper Financial Group held 295 shares of United Rentals worth $295K as of Q3 2026.
Cooper Financial Group sold 386 United Rentals shares in Q3 2026, an estimated $412K.
United Rentals made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #349 holding.
Cooper Financial Group first reported a position in United Rentals in Q3 2024 and has held it in 9 quarters since.
Cooper Financial Group's United Rentals position peaked at $787K in Q3 2025.
423 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.