DAS
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Dynamic Advisor Solutions’s United Rentals URI Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$1.19M Buy
1,053
+62
+6% +$59K 0.03% 444
2026
Q1 		$722K Sell
991
-1
-0.1% -$840 0.02% 544
2025
Q4 		$803K Sell
992
-30
-3% -$26K 0.03% 507
2025
Q3 		$976K Sell
1,022
-12
-1% -$10.7K 0.03% 472
2025
Q2 		$779K Buy
1,034
+74
+8% +$49.5K 0.02% 506
2025
Q1 		$602K Buy
+960
New +$660K 0.02% 540
2024
Q4 		– Sell
-825
Closed -$668K – 866
2024
Q3 		$668K Buy
825
+158
+24% +$114K 0.02% 554
2024
Q2 		$431K Buy
667
+11
+2% +$7.31K 0.01% 660
2024
Q1 		$473K Buy
656
+171
+35% +$110K 0.02% 618
2023
Q4 		$263K Sell
485
-3
-0.6% -$1.42K 0.01% 760
2023
Q3 		$217K Buy
+488
New +$223K 0.01% 759

Other funds holding URI

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RIG
Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return