Key Financial Inc
URI icon

Key Financial Inc’s United Rentals URI Stock Holding History

Key Financial Inc’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 		$554K Buy
554
+1
+0.2% +$1.07K 0.09% 176
2026
Q2 		$626K Hold
553
– – 0.1% 161
2026
Q1 		$403K Hold
553
– – 0.07% 207
2025
Q4 		$448K Hold
553
– – 0.08% 187
2025
Q3 		$532K Hold
553
– – 0.1% 163
2025
Q2 		$417K Hold
553
– – 0.08% 185
2025
Q1 		$347K Buy
553
+9
+2% +$6.19K 0.08% 198
2024
Q4 		$383K Hold
544
– – 0.09% 177
2024
Q3 		$440K Hold
544
– – 0.1% 166
2024
Q2 		$352K Hold
544
– – 0.08% 175
2024
Q1 		$392K Hold
544
– – 0.1% 163
2023
Q4 		$312K Hold
544
– – 0.09% 173
2023
Q3 		$242K Hold
544
– – 0.08% 183
2023
Q2 		$242K Hold
544
– – 0.08% 184
2023
Q1 		$215K Buy
544
+55
+11% +$23.1K 0.08% 185
2022
Q4 		$132K Hold
489
– – 0.06% 216
2022
Q3 		$132K Hold
489
– – 0.06% 218
2022
Q2 		$119K Hold
489
– – 0.06% 214
2022
Q1 		$174K Buy
489
+141
+41% +$46K 0.09% 181
2021
Q4 		$116K Sell
348
-35
-9% -$12.5K 0.06% 212
2021
Q3 		$134K Hold
383
– – 0.08% 185
2021
Q2 		$126K Buy
383
+198
+107% +$63.9K 0.07% 196
2021
Q1 		$61K Hold
185
– – 0.04% 249
2020
Q4 		$43K Buy
+185
New +$39.1K 0.03% 266
2020
Q2 		– Sell
-35
Closed -$3K – 599
2020
Q1 		$3K Buy
+35
New +$4.64K ﹤0.01% 578

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Key Financial Inc's URI Position: Q3 2026 in Review

Key Financial Inc increased its United Rentals (URI) stake by 0.18% in Q3 2026, buying an estimated $1.07K and bringing the position to 554 shares worth $554K. The position accounts for 0.09% of the portfolio, ranked #176.

Key Financial Inc first reported a position in URI in Q1 2020 and has held it in 25 quarters since. The position peaked at $626K in Q2 2026. 668 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Key Financial Inc held 554 shares of United Rentals worth $554K as of Q3 2026.
  • Key Financial Inc bought 1 United Rentals share in Q3 2026, an estimated $1.07K.
  • United Rentals made up 0.09% of Key Financial Inc's portfolio in Q3 2026, its #176 holding.
  • Key Financial Inc first reported a position in United Rentals in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's United Rentals position peaked at $626K in Q2 2026.
  • 668 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.