Focus Financial Network’s United Rentals URI Stock Holding History

Focus Financial Network’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	$469K	Sell	414 -16	-4%	-$15.2K	0.01%	491
2026 Q1	$313K	Sell	430 -10	-2%	-$8.4K	0.01%	590
2025 Q4	$356K	Hold	440	–	–	0.01%	540
2025 Q3	$420K	Sell	440 -226	-34%	-$201K	0.02%	499
2025 Q2	$502K	Hold	666	–	–	0.02%	430
2025 Q1	$417K	Hold	666	–	–	0.02%	459
2024 Q4	$469K	Sell	666 -178	-21%	-$145K	0.02%	427
2024 Q3	$683K	Sell	844 -88	-9%	-$63.3K	0.03%	339
2024 Q2	$674K	Sell	932 -20	-2%	-$13.3K	0.03%	333
2024 Q1	$603K	Sell	952 -18	-2%	-$11.6K	0.03%	344
2023 Q4	$556K	Buy	970 +97	+11%	+$45.8K	0.02%	435
2023 Q3	$388K	Sell	873 -37	-4%	-$16.9K	0.02%	405
2023 Q2	$405K	Buy	910 +114	+14%	+$42.2K	0.02%	402
2023 Q1	$315K	Sell	796 -5	-0.6%	-$2.1K	0.02%	441
2022 Q4	$285K	Hold	801	–	–	0.02%	385
2022 Q3	$216K	Buy	+801	New	+$233K	0.02%	445
2022 Q2	–	Sell	-754	Closed	-$268K	–	525
2022 Q1	$268K	Buy	+754	New	+$246K	0.02%	423

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