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Cornerstone Wealth Management’s United Rentals URI Stock Holding History

Cornerstone Wealth Management’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 		$752K Buy
752
+5
+0.7% +$5.33K 0.03% 393
2026
Q2 		$846K Buy
747
+169
+29% +$161K 0.04% 365
2026
Q1 		$421K Sell
578
-29
-5% -$24.4K 0.02% 489
2025
Q4 		$491K Sell
607
-58
-9% -$50.3K 0.03% 426
2025
Q3 		$635K Sell
665
-63
-9% -$56.1K 0.04% 364
2025
Q2 		$548K Buy
728
+23
+3% +$15.4K 0.03% 375
2025
Q1 		$442K Buy
705
+158
+29% +$109K 0.03% 390
2024
Q4 		$385K Sell
547
-85
-13% -$69.1K 0.03% 407
2024
Q3 		$512K Buy
632
+5
+0.8% +$3.6K 0.04% 349
2024
Q2 		$406K Buy
627
+86
+16% +$57.2K 0.03% 371
2024
Q1 		$390K Buy
541
+41
+8% +$26.3K 0.03% 379
2023
Q4 		$287K Sell
500
-41
-8% -$19.3K 0.02% 420
2023
Q3 		$240K Sell
541
-6
-1% -$2.75K 0.02% 469
2023
Q2 		$243K Sell
547
-162
-23% -$60K 0.02% 446
2023
Q1 		$281K Buy
+709
New +$298K 0.03% 385
2019
Q2 		– Sell
-1,496
Closed -$274K – 502
2019
Q1 		$274K Buy
+1,496
New +$185K 0.03% 410
2018
Q1 		– Sell
-1,485
Closed -$253K – 427
2017
Q4 		$253K Sell
1,485
-523
-26% -$79.6K 0.05% 336
2017
Q3 		$289K Sell
2,008
-94
-4% -$11.2K 0.06% 291
2017
Q2 		$237K Sell
2,102
-899
-30% -$100K 0.05% 319
2017
Q1 		$361K Sell
3,001
-40
-1% -$4.87K 0.09% 223
2016
Q4 		$332K Buy
3,041
+172
+6% +$15.7K 0.11% 185
2016
Q3 		$227K Buy
+2,869
New +$220K 0.08% 235

Other funds holding URI

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cornerstone Wealth Management's URI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its United Rentals (URI) stake by 0.67% in Q3 2026, buying an estimated $5.33K and bringing the position to 752 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #393.

Cornerstone Wealth Management first reported a position in URI in Q3 2016 and has held it in 22 quarters since. The position peaked at $846K in Q2 2026. 1,026 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Cornerstone Wealth Management held 752 shares of United Rentals worth $752K as of Q3 2026.
  • Cornerstone Wealth Management bought 5 United Rentals shares in Q3 2026, an estimated $5.33K.
  • United Rentals made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #393 holding.
  • Cornerstone Wealth Management first reported a position in United Rentals in Q3 2016 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's United Rentals position peaked at $846K in Q2 2026.
  • 1,026 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.