Fiduciary Alliance’s United Rentals URI Stock Holding History

Fiduciary Alliance’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 Q3	$853K	Sell	852 -12	-1%	-$12.8K	0.06%	251
2026 Q2	$979K	Hold	864	–	–	0.07%	270
2026 Q1	$661K	Sell	864 -240	-22%	-$202K	0.04%	328
2025 Q4	$893K	Sell	1,104 -5	-0.5%	-$4.34K	0.06%	253
2025 Q3	$1.06M	Sell	1,109 -6	-0.5%	-$5.35K	0.07%	229
2025 Q2	$840K	Sell	1,115 -250	-18%	-$167K	0.06%	242
2025 Q1	$855K	Sell	1,365 -55	-4%	-$37.8K	0.08%	186
2024 Q4	$1M	Buy	1,420 +941	+196%	+$765K	0.1%	163
2024 Q3	$388K	Buy	+479	New	+$345K	0.05%	178

Other funds holding URI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Fiduciary Alliance's URI Position: Q3 2026 in Review

Fiduciary Alliance reduced its United Rentals (URI) stake by 1.4% in Q3 2026, selling an estimated $12.8K and leaving 852 shares worth $853K. The position accounts for 0.06% of the portfolio, ranked #251.

Fiduciary Alliance first reported a position in URI in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2025. 332 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Fiduciary Alliance held 852 shares of United Rentals worth $853K as of Q3 2026.
Fiduciary Alliance sold 12 United Rentals shares in Q3 2026, an estimated $12.8K.
United Rentals made up 0.06% of Fiduciary Alliance's portfolio in Q3 2026, its #251 holding.
Fiduciary Alliance first reported a position in United Rentals in Q3 2024 and has held it in 9 quarters since.
Fiduciary Alliance's United Rentals position peaked at $1.06M in Q3 2025.
332 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.