Dorsey & Whitney Trust’s United Rentals URI Stock Holding History

Dorsey & Whitney Trust’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	$436K	Buy	599 +35	+6%	+$29.4K	0.02%	470
2025 Q4	$456K	Buy	564 +34	+6%	+$29.5K	0.02%	451
2025 Q3	$506K	Sell	530 -3	-0.6%	-$2.67K	0.03%	425
2025 Q2	$402K	Sell	533 -7	-1%	-$4.68K	0.02%	469
2025 Q1	$338K	Sell	540 -28	-5%	-$19.2K	0.02%	488
2024 Q4	$400K	Buy	568 +20	+4%	+$16.3K	0.02%	440
2024 Q3	$444K	Sell	548 -4	-0.7%	-$2.88K	0.02%	417
2024 Q2	$357K	Sell	552 -5	-0.9%	-$3.32K	0.02%	415
2024 Q1	$402K	Buy	557 +30	+6%	+$19.3K	0.03%	395
2023 Q4	$302K	Sell	527 -9	-2%	-$4.25K	0.02%	450
2023 Q3	$238K	Buy	536 +5	+0.9%	+$2.29K	0.02%	492
2023 Q2	$236K	Sell	531 -19	-3%	-$7.04K	0.02%	503
2023 Q1	$218K	Buy	+550	New	+$231K	0.02%	509
2022 Q2	–	Sell	-745	Closed	-$265K	–	587
2022 Q1	$265K	Buy	745 +16	+2%	+$5.22K	0.02%	460
2021 Q4	$242K	Buy	729 +124	+20%	+$44.2K	0.02%	479
2021 Q3	$212K	Sell	605 -85	-12%	-$28.5K	0.02%	492
2021 Q2	$220K	Sell	690 -8	-1%	-$2.58K	0.02%	485
2021 Q1	$229K	Buy	+698	New	+$198K	0.02%	463

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return