Diversify Advisory Services’s United Rentals URI Stock Holding History

Diversify Advisory Services’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	$1.84M	Buy	1,752 +39	+2%	+$41.6K	0.03%	467
2026 Q2	$1.93M	Buy	1,713 +207	+14%	+$197K	0.03%	429
2026 Q1	$1.43M	Sell	1,506 -114	-7%	-$95.8K	0.22%	47
2025 Q4	$1.49M	Buy	1,620 +41	+3%	+$35.6K	0.05%	273
2025 Q3	$1.35M	Sell	1,579 -75	-5%	-$66.8K	0.05%	289
2025 Q2	$1.52M	Buy	1,654 +1,277	+339%	+$854K	0.06%	234
2025 Q1	$238K	Sell	377 -67	-15%	-$46.1K	0.01%	568
2024 Q4	$298K	Buy	+444	New	+$361K	0.02%	486

Other funds holding URI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

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 Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Diversify Advisory Services's URI Position: Q3 2026 in Review

Diversify Advisory Services increased its United Rentals (URI) stake by 2.3% in Q3 2026, buying an estimated $41.6K and bringing the position to 1,752 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #467.

Diversify Advisory Services first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q2 2026. 313 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Diversify Advisory Services held 1,752 shares of United Rentals worth $1.84M as of Q3 2026.
Diversify Advisory Services bought 39 United Rentals shares in Q3 2026, an estimated $41.6K.
United Rentals made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #467 holding.
Diversify Advisory Services first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
Diversify Advisory Services's United Rentals position peaked at $1.93M in Q2 2026.
313 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.