CX Institutional
URI icon

CX Institutional’s United Rentals URI Stock Holding History

CX Institutional’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 		$443K Buy
443
+12
+3% +$12.8K 0.01% 506
2026
Q2 		$489K Buy
431
+22
+5% +$20.9K 0.01% 483
2026
Q1 		$298K Sell
409
-197
-33% -$165K 0.01% 609
2025
Q4 		$491K Buy
606
+5
+0.8% +$4.34K 0.01% 426
2025
Q3 		$574K Buy
601
+16
+3% +$14.3K 0.02% 402
2025
Q2 		$441K Buy
585
+14
+2% +$9.36K 0.02% 404
2025
Q1 		$358K Buy
571
+55
+11% +$37.8K 0.01% 442
2024
Q4 		$363K Buy
516
+1
+0.2% +$813 0.01% 400
2024
Q3 		$417K Buy
515
+16
+3% +$11.5K 0.02% 396
2024
Q2 		$323K Sell
499
-10
-2% -$6.65K 0.02% 444
2024
Q1 		$367K Sell
509
-8
-2% -$5.13K 0.02% 416
2023
Q4 		$296K Buy
517
+6
+1% +$2.83K 0.02% 409
2023
Q3 		$227K Buy
511
+2
+0.4% +$915 0.01% 455
2023
Q2 		$227K Buy
+509
New +$189K 0.01% 481
2022
Q3 		– Sell
-265
Closed -$64K – 1094
2022
Q2 		$64K Buy
+265
New +$78K ﹤0.01% 626
2021
Q4 		– Sell
-311
Closed -$109K – 866
2021
Q3 		$109K Buy
311
+58
+23% +$19.5K 0.01% 434
2021
Q2 		$81K Hold
253
– – 0.01% 478
2021
Q1 		$83K Buy
253
+25
+11% +$7.08K 0.01% 403
2020
Q4 		$53K Buy
228
+1
+0.4% +$211 0.01% 432
2020
Q3 		$40K Buy
227
+182
+404% +$30.6K ﹤0.01% 426
2020
Q2 		$7K Buy
45
+38
+543% +$4.82K ﹤0.01% 626
2020
Q1 		$1K Sell
7
-16
-70% -$2.12K ﹤0.01% 761
2019
Q4 		$4K Hold
23
– – ﹤0.01% 602
2019
Q3 		$3K Sell
23
-23
-50% -$2.79K ﹤0.01% 696
2019
Q2 		$6K Buy
46
+41
+820% +$5.2K ﹤0.01% 593
2019
Q1 		$1K Buy
+5
New +$617 ﹤0.01% 771

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

CX Institutional's URI Position: Q3 2026 in Review

CX Institutional increased its United Rentals (URI) stake by 2.8% in Q3 2026, buying an estimated $12.8K and bringing the position to 443 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #506.

CX Institutional first reported a position in URI in Q1 2019 and has held it in 26 quarters since. The position peaked at $574K in Q3 2025. 321 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • CX Institutional held 443 shares of United Rentals worth $443K as of Q3 2026.
  • CX Institutional bought 12 United Rentals shares in Q3 2026, an estimated $12.8K.
  • United Rentals made up 0.01% of CX Institutional's portfolio in Q3 2026, its #506 holding.
  • CX Institutional first reported a position in United Rentals in Q1 2019 and has held it in 26 quarters since.
  • CX Institutional's United Rentals position peaked at $574K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.