CFG
URI icon

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
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

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return