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Everpar Advisors’s United Rentals URI Stock Holding History

Everpar 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
Q2 		$561K Buy
495
+51
+11% +$48.5K 0.16% 134
2026
Q1 		$323K Buy
444
+73
+20% +$61.3K 0.11% 194
2025
Q4 		$300K Buy
+371
New +$322K 0.11% 198
2024
Q4 		– Sell
-252
Closed -$204K – 284
2024
Q3 		$204K Buy
+252
New +$181K 0.11% 247

Other funds holding URI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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 $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Everpar Advisors's URI Position: Q2 2026 in Review

Everpar Advisors increased its United Rentals (URI) stake by 11% in Q2 2026, buying an estimated $48.5K and bringing the position to 495 shares worth $561K. The position accounts for 0.16% of the portfolio, ranked #134.

Everpar Advisors first reported a position in URI in Q3 2024 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Everpar Advisors held 495 shares of United Rentals worth $561K as of Q2 2026.
  • Everpar Advisors bought 51 United Rentals shares in Q2 2026, an estimated $48.5K.
  • United Rentals made up 0.16% of Everpar Advisors's portfolio in Q2 2026, its #134 holding.
  • Everpar Advisors first reported a position in United Rentals in Q3 2024 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.