GI
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GAMMA Investing’s United Rentals URI Stock Holding History

GAMMA Investing’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 		$2.2M Buy
1,938
+143
+8% +$136K 0.08% 196
2026
Q1 		$1.31M Buy
1,795
+183
+11% +$154K 0.06% 268
2025
Q4 		$1.3M Sell
1,612
-59
-4% -$51.2K 0.07% 243
2025
Q3 		$1.6M Buy
1,671
+147
+10% +$131K 0.09% 190
2025
Q2 		$1.15M Buy
1,524
+108
+8% +$72.2K 0.07% 240
2025
Q1 		$887K Buy
1,416
+275
+24% +$189K 0.07% 265
2024
Q4 		$804K Buy
1,141
+237
+26% +$193K 0.07% 257
2024
Q3 		$732K Buy
904
+106
+13% +$76.2K 0.07% 251
2024
Q2 		$516K Buy
798
+101
+14% +$67.1K 0.07% 257
2024
Q1 		$503K Buy
697
+21
+3% +$13.5K 0.1% 190
2023
Q4 		$422K Buy
+676
New +$319K 0.11% 154

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 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 $77B 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
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