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Dakota Wealth Management’s United Rentals URI Stock Holding History

Dakota 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
Q1 		$1.21M Sell
1,666
-593
-26% -$498K 0.03% 368
2025
Q4 		$1.83M Sell
2,259
-13
-0.6% -$11.3K 0.03% 306
2025
Q3 		$2.17M Sell
2,272
-950
-29% -$847K 0.04% 250
2025
Q2 		$2.43M Buy
3,222
+499
+18% +$334K 0.05% 236
2025
Q1 		$1.71M Sell
2,723
-1,421
-34% -$977K 0.04% 283
2024
Q4 		$2.92M Sell
4,144
-6,916
-63% -$5.62M 0.07% 217
2024
Q3 		$8.96M Buy
11,060
+7,152
+183% +$5.14M 0.2% 101
2024
Q2 		$2.53M Sell
3,908
-7,006
-64% -$4.66M 0.06% 234
2024
Q1 		$7.87M Buy
10,914
+1,792
+20% +$1.15M 0.2% 108
2023
Q4 		$5.23M Buy
9,122
+3,971
+77% +$1.87M 0.2% 120
2023
Q3 		$2.29M Buy
5,151
+3,999
+347% +$1.83M 0.1% 184
2023
Q2 		$513K Sell
1,152
-1,664
-59% -$617K 0.02% 378
2023
Q1 		$1.11M Sell
2,816
-13,522
-83% -$5.68M 0.07% 214
2022
Q4 		$5.81M Buy
+16,338
New +$5.37M 0.41% 61
2022
Q2 		– Sell
-6,126
Closed -$2.18M – 558
2022
Q1 		$2.18M Sell
6,126
-137
-2% -$44.7K 0.18% 140
2021
Q4 		$2.08M Sell
6,263
-2
-0% -$713 0.22% 112
2021
Q3 		$2.2M Buy
6,265
+83
+1% +$27.9K 0.25% 105
2021
Q2 		$1.97M Sell
6,182
-2,640
-30% -$852K 0.23% 106
2021
Q1 		$2.9M Buy
8,822
+281
+3% +$79.6K 0.38% 76
2020
Q4 		$1.98M Buy
+8,541
New +$1.8M 0.26% 100
2020
Q1 		– Sell
-19,219
Closed -$3.21M – 321
2019
Q4 		$3.21M Buy
19,219
+12,036
+168% +$1.75M 0.51% 56
2019
Q3 		$895K Buy
7,183
+2,953
+70% +$358K 0.15% 137
2019
Q2 		$561K Buy
4,230
+105
+3% +$13.3K 0.11% 166
2019
Q1 		$471K Buy
+4,125
New +$509K 0.09% 180

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Dakota Wealth Management's URI Position: Q1 2026 in Review

Dakota Wealth Management reduced its United Rentals (URI) stake by 26% in Q1 2026, selling an estimated $498K and leaving 1,666 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #368.

Dakota Wealth Management first reported a position in URI in Q1 2019 and has held it in 24 quarters since. The position peaked at $8.96M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Dakota Wealth Management held 1,666 shares of United Rentals worth $1.21M as of Q1 2026.
  • Dakota Wealth Management sold 593 United Rentals shares in Q1 2026, an estimated $498K.
  • United Rentals made up 0.03% of Dakota Wealth Management's portfolio in Q1 2026, its #368 holding.
  • Dakota Wealth Management first reported a position in United Rentals in Q1 2019 and has held it in 24 quarters since.
  • Dakota Wealth Management's United Rentals position peaked at $8.96M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.