Magnus Financial Group’s United Rentals URI Stock Holding History

Magnus Financial Group’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	$886K	Buy	782 +25	+3%	+$23.8K	0.06%	174
2026 Q1	$552K	Buy	757 +138	+22%	+$116K	0.04%	212
2025 Q4	$501K	Buy	619 +14	+2%	+$12.2K	0.04%	260
2025 Q3	$578K	Buy	605 +25	+4%	+$22.3K	0.05%	234
2025 Q2	$437K	Buy	580 +26	+5%	+$17.4K	0.04%	251
2025 Q1	$347K	Buy	554 +166	+43%	+$114K	0.03%	268
2024 Q4	$273K	Hold	388	–	–	0.03%	290
2024 Q3	$314K	Buy	388 +25	+7%	+$18K	0.03%	266
2024 Q2	$235K	Buy	363 +2	+0.6%	+$1.33K	0.03%	285
2024 Q1	$261K	Sell	361 -1	-0.3%	-$642	0.03%	269
2023 Q4	$207K	Buy	+362	New	+$171K	0.03%	277
2020 Q3	–	Sell	-1,677	Closed	-$250K	–	628
2020 Q2	$250K	Buy	+1,677	New	+$213K	0.03%	455
2020 Q1	–	Sell	-1,669	Closed	-$278K	–	686
2019 Q4	$278K	Buy	1,669 +5	+0.3%	+$726	0.04%	338
2019 Q3	$207K	Sell	1,664 -203	-11%	-$24.6K	0.04%	435
2019 Q2	$248K	Buy	1,867 +37	+2%	+$4.7K	0.05%	351
2019 Q1	$209K	Buy	+1,830	New	+$226K	0.04%	417

Other funds holding URI

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return