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Iams Wealth Management’s United Rentals URI Stock Holding History

Iams Wealth Management’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
2023
Q3 		– Sell
-468
Closed -$204K – 225
2023
Q2 		$204K Buy
+468
New +$173K 0.07% 125

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Iams Wealth Management's URI Position: Q2 2026 in Review

Iams Wealth Management opened a new position in United Rentals (URI) in Q2 2026: 238 shares worth $270K. The stake represents 0.08% of the portfolio and ranks #166 among its holdings. This is a return to the name: Iams Wealth Management previously reported a position in URI as recently as Q3 2025.

Iams Wealth Management first reported a position in URI in Q3 2025 and has held it in 2 quarters since. 620 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Iams Wealth Management held 238 shares of United Rentals worth $270K as of Q2 2026.
  • United Rentals was a new Iams Wealth Management position in Q2 2026.
  • United Rentals made up 0.08% of Iams Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Iams Wealth Management first reported a position in United Rentals in Q3 2025 and has held it in 2 quarters since.
  • 620 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.