Klingman & Associates’s United Rentals URI Stock Holding History

Klingman & Associates’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	$803K	Buy	802 +57	+8%	+$60.8K	0.03%	171
2026 Q2	$844K	Buy	745 +54	+8%	+$51.4K	0.04%	156
2026 Q1	$503K	Sell	691 -23	-3%	-$19.3K	0.02%	193
2025 Q4	$578K	Buy	714 +46	+7%	+$39.9K	0.03%	175
2025 Q3	$638K	Buy	668 +14	+2%	+$12.5K	0.03%	161
2025 Q2	$493K	Sell	654 -5	-0.8%	-$3.34K	0.03%	178
2025 Q1	$413K	Sell	659 -10	-1%	-$6.87K	0.03%	180
2024 Q4	$471K	Buy	669 +15	+2%	+$12.2K	0.03%	156
2024 Q3	$530K	Buy	654 +1	+0.2%	+$719	0.03%	154
2024 Q2	$422K	Buy	653 +5	+0.8%	+$3.32K	0.03%	156
2024 Q1	$467K	Hold	648	–	–	0.03%	147
2023 Q4	$372K	Sell	648 -403	-38%	-$190K	0.03%	163
2023 Q3	$467K	Buy	+1,051	New	+$481K	0.04%	134
2016 Q1	–	Sell	-2,500	Closed	-$181K	–	407
2015 Q4	$181K	Hold	2,500	–	–	0.07%	118
2015 Q3	$150K	Buy	+2,500	New	+$174K	0.06%	129

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

Klingman & Associates's URI Position: Q3 2026 in Review

Klingman & Associates increased its United Rentals (URI) stake by 7.7% in Q3 2026, buying an estimated $60.8K and bringing the position to 802 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #171.

Klingman & Associates first reported a position in URI in Q3 2015 and has held it in 15 quarters since. The position peaked at $844K in Q2 2026. 332 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Klingman & Associates held 802 shares of United Rentals worth $803K as of Q3 2026.
Klingman & Associates bought 57 United Rentals shares in Q3 2026, an estimated $60.8K.
United Rentals made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #171 holding.
Klingman & Associates first reported a position in United Rentals in Q3 2015 and has held it in 15 quarters since.
Klingman & Associates's United Rentals position peaked at $844K in Q2 2026.
332 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.