Falcon Wealth Planning’s United Rentals URI Stock Holding History

Falcon Wealth Planning’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	$626K	Buy	552 +10	+2%	+$9.51K	0.04%	131
2026 Q1	$395K	Sell	542 -31	-5%	-$26K	0.03%	151
2025 Q4	$464K	Buy	573 +6	+1%	+$5.21K	0.04%	124
2025 Q3	$541K	Buy	567 +2	+0.4%	+$1.78K	0.05%	109
2025 Q2	$426K	Sell	565 -2	-0.4%	-$1.34K	0.04%	113
2025 Q1	$355K	Sell	567 -16	-3%	-$11K	0.04%	124
2024 Q4	$411K	Buy	+583	New	+$474K	0.05%	111

Other funds holding URI

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

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

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return