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Dumont & Blake Investment Advisors’s United Rentals URI Stock Holding History

Dumont & Blake Investment Advisors’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 		$1.32M Sell
1,805
-373
-17% -$313K 0.33% 80
2025
Q4 		$1.76M Sell
2,178
-10
-0.5% -$8.68K 0.42% 68
2025
Q3 		$2.09M Sell
2,188
-17
-0.8% -$15.1K 0.51% 56
2025
Q2 		$1.66M Sell
2,205
-21
-0.9% -$14K 0.43% 66
2025
Q1 		$1.4M Buy
2,226
+7
+0.3% +$4.81K 0.39% 70
2024
Q4 		$1.56M Sell
2,219
-594
-21% -$483K 0.42% 67
2024
Q3 		$2.28M Sell
2,813
-2,835
-50% -$2.04M 0.61% 40
2024
Q2 		$3.65M Buy
5,648
+2,163
+62% +$1.44M 0.52% 48
2024
Q1 		$2.51M Sell
3,485
-598
-15% -$384K 0.72% 34
2023
Q4 		$2.34M Sell
4,083
-100
-2% -$47.2K 0.72% 35
2023
Q3 		$1.86M Sell
4,183
-20
-0.5% -$9.15K 0.63% 41
2023
Q2 		$1.87M Sell
4,203
-20
-0.5% -$7.41K 0.61% 42
2023
Q1 		$1.67M Sell
4,223
-35
-0.8% -$14.7K 0.57% 48
2022
Q4 		$1.51M Sell
4,258
-30
-0.7% -$9.86K 0.54% 54
2022
Q3 		$1.16M Buy
4,288
+20
+0.5% +$5.82K 0.43% 69
2022
Q2 		$1.04M Buy
4,268
+12
+0.3% +$3.53K 0.34% 82
2022
Q1 		$1.51M Buy
4,256
+27
+0.6% +$8.82K 0.41% 71
2021
Q4 		$1.41M Buy
4,229
+45
+1% +$16K 0.37% 77
2021
Q3 		$1.47M Buy
4,184
+50
+1% +$16.8K 0.42% 70
2021
Q2 		$1.32M Sell
4,134
-25
-0.6% -$8.07K 0.38% 80
2021
Q1 		$1.37M Buy
4,159
+10
+0.2% +$2.83K 0.42% 71
2020
Q4 		$962K Sell
4,149
-26
-0.6% -$5.49K 0.33% 86
2020
Q3 		$729K Buy
4,175
+5
+0.1% +$841 0.28% 102
2020
Q2 		$621K Sell
4,170
-51
-1% -$6.47K 0.26% 102
2020
Q1 		$434K Sell
4,221
-39
-0.9% -$5.17K 0.22% 107
2019
Q4 		$710K Sell
4,260
-25
-0.6% -$3.63K 0.28% 101
2019
Q3 		$534K Buy
4,285
+35
+0.8% +$4.24K 0.22% 114
2019
Q2 		$564K Hold
4,250
– – 0.23% 108
2019
Q1 		$486K Hold
4,250
– – 0.21% 120
2018
Q4 		$436K Sell
4,250
-50
-1% -$6.02K 0.2% 119
2018
Q3 		$703K Hold
4,300
– – 0.27% 115
2018
Q2 		$635K Sell
4,300
-10
-0.2% -$1.63K 0.27% 117
2018
Q1 		$744K Sell
4,310
-1,010
-19% -$179K 0.32% 107
2017
Q4 		$915K Sell
5,320
-40
-0.7% -$6.09K 0.37% 98
2017
Q3 		$744K Hold
5,360
– – 0.32% 106
2017
Q2 		$604K Buy
5,360
+15
+0.3% +$1.68K 0.27% 116
2017
Q1 		$668K Hold
5,345
– – 0.3% 113
2016
Q4 		$564K Hold
5,345
– – 0.26% 119
2016
Q3 		$420K Hold
5,345
– – 0.21% 128
2016
Q2 		$359K Sell
5,345
-125
-2% -$8.16K 0.18% 132
2016
Q1 		$340K Sell
5,470
-4,620
-46% -$257K 0.18% 130
2015
Q4 		$732K Buy
+10,090
New +$729K 0.37% 92

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
VPM
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
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

Dumont & Blake Investment Advisors's URI Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its United Rentals (URI) stake by 17% in Q1 2026, selling an estimated $313K and leaving 1,805 shares worth $1.32M. The position accounts for 0.33% of the portfolio, ranked #80.

Dumont & Blake Investment Advisors first reported a position in URI in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.65M in Q2 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Dumont & Blake Investment Advisors held 1,805 shares of United Rentals worth $1.32M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 373 United Rentals shares in Q1 2026, an estimated $313K.
  • United Rentals made up 0.33% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #80 holding.
  • Dumont & Blake Investment Advisors first reported a position in United Rentals in Q4 2015 and has held it in 42 quarters since.
  • Dumont & Blake Investment Advisors's United Rentals position peaked at $3.65M in Q2 2024.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.