MFS
URI icon

Madrona Financial Services’s United Rentals URI Stock Holding History

Madrona Financial Services’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 		$241K Buy
+213
New +$203K 0.04% 123
2025
Q4 		– Sell
-225
Closed -$215K – 137
2025
Q3 		$215K Buy
+225
New +$200K 0.05% 111

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Madrona Financial Services's URI Position: Q2 2026 in Review

Madrona Financial Services opened a new position in United Rentals (URI) in Q2 2026: 213 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: Madrona Financial Services previously reported a position in URI as recently as Q3 2025.

Madrona Financial Services first reported a position in URI in Q3 2025 and has held it in 2 quarters since. 715 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Madrona Financial Services held 213 shares of United Rentals worth $241K as of Q2 2026.
  • United Rentals was a new Madrona Financial Services position in Q2 2026.
  • United Rentals made up 0.04% of Madrona Financial Services's portfolio in Q2 2026, its #123 holding.
  • Madrona Financial Services first reported a position in United Rentals in Q3 2025 and has held it in 2 quarters since.
  • 715 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.