Crestwood Advisors Group’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.5M | Sell |
34,889
-409
| -1% | -$389K | 0.59% | 47 |
|
|
2026
Q1 | $25.7M | Sell |
35,298
-221
| -0.6% | -$186K | 0.43% | 61 |
|
|
2025
Q4 | $28.7M | Buy |
35,519
+30
| +0.1% | +$26K | 0.48% | 60 |
|
|
2025
Q3 | $33.9M | Buy |
35,489
+11
| +0% | +$9.8K | 0.58% | 55 |
|
|
2025
Q2 | $26.7M | Buy |
35,478
+23
| +0.1% | +$15.4K | 0.48% | 64 |
|
|
2025
Q1 | $22.2M | Sell |
35,455
-836
| -2% | -$575K | 0.42% | 69 |
|
|
2024
Q4 | $25.6M | Sell |
36,291
-183
| -0.5% | -$149K | 0.48% | 64 |
|
|
2024
Q3 | $29.5M | Sell |
36,474
-442
| -1% | -$318K | 0.56% | 57 |
|
|
2024
Q2 | $23.9M | Sell |
36,916
-15
| -0% | -$9.97K | 0.49% | 64 |
|
|
2024
Q1 | $26.6M | Sell |
36,931
-1,311
| -3% | -$841K | 0.58% | 54 |
|
|
2023
Q4 | $21.9M | Sell |
38,242
-875
| -2% | -$413K | 0.51% | 59 |
|
|
2023
Q3 | $17.4M | Sell |
39,117
-1,035
| -3% | -$474K | 0.46% | 61 |
|
|
2023
Q2 | $17.9M | Sell |
40,152
-667
| -2% | -$247K | 0.56% | 53 |
|
|
2023
Q1 | $16.2M | Sell |
40,819
-732
| -2% | -$307K | 0.54% | 55 |
|
|
2022
Q4 | $14.8M | Sell |
41,551
-2,602
| -6% | -$855K | 0.5% | 61 |
|
|
2022
Q3 | $11.9M | Sell |
44,153
-214
| -0.5% | -$62.3K | 0.42% | 67 |
|
|
2022
Q2 | $10.8M | Sell |
44,367
-456
| -1% | -$134K | 0.36% | 70 |
|
|
2022
Q1 | $15.9M | Sell |
44,823
-1,140
| -2% | -$372K | 0.45% | 62 |
|
|
2021
Q4 | $15.3M | Sell |
45,963
-1,032
| -2% | -$368K | 0.4% | 63 |
|
|
2021
Q3 | $16.5M | Sell |
46,995
-410
| -0.9% | -$138K | 0.47% | 61 |
|
|
2021
Q2 | $15.1M | Sell |
47,405
-628
| -1% | -$203K | 0.44% | 65 |
|
|
2021
Q1 | $15.8M | Buy |
48,033
+117
| +0.2% | +$33.1K | 0.5% | 62 |
|
|
2020
Q4 | $11.1M | Sell |
47,916
-3,441
| -7% | -$727K | 0.37% | 72 |
|
|
2020
Q3 | $8.96M | Sell |
51,357
-515
| -1% | -$86.6K | 0.34% | 76 |
|
|
2020
Q2 | $7.73M | Buy |
51,872
+810
| +2% | +$103K | 0.31% | 77 |
|
|
2020
Q1 | $5.25M | Sell |
51,062
-1,710
| -3% | -$227K | 0.26% | 84 |
|
|
2019
Q4 | $8.8M | Sell |
52,772
-2,317
| -4% | -$337K | 0.35% | 73 |
|
|
2019
Q3 | $6.87M | Sell |
55,089
-5,276
| -9% | -$640K | 0.3% | 77 |
|
|
2019
Q2 | $8.01M | Buy |
+60,365
| New | +$7.66M | 0.36% | 73 |
|
|
2017
Q2 | – | Sell |
-520
| Closed | -$56K | – | 409 |
|
|
2017
Q1 | $56K | Buy |
+520
| New | +$63.3K | ﹤0.01% | 245 |
|
Other funds holding URI
Crestwood Advisors Group's URI Position: Q2 2026 in Review
Crestwood Advisors Group reduced its United Rentals (URI) stake by 1.2% in Q2 2026, selling an estimated $389K and leaving 34,889 shares worth $39.5M. The position accounts for 0.59% of the portfolio, ranked #47.
Crestwood Advisors Group first reported a position in URI in Q1 2017 and has held it in 30 quarters since. 1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.
- Crestwood Advisors Group held 34,889 shares of United Rentals worth $39.5M as of Q2 2026.
- Crestwood Advisors Group sold 409 United Rentals shares in Q2 2026, an estimated $389K.
- United Rentals made up 0.59% of Crestwood Advisors Group's portfolio in Q2 2026, its #47 holding.
- Crestwood Advisors Group first reported a position in United Rentals in Q1 2017 and has held it in 30 quarters since.
- 1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.