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Marshall Financial Group (Maryland)’s United Rentals URI Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.04M Buy
915
+136
+17% +$129K 0.15% 127
2026
Q1 		$568K Buy
779
+32
+4% +$26.9K 0.09% 194
2025
Q4 		$605K Buy
+747
New +$648K 0.12% 187

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Marshall Financial Group (Maryland)'s URI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its United Rentals (URI) stake by 17% in Q2 2026, buying an estimated $129K and bringing the position to 915 shares worth $1.04M. The position accounts for 0.15% of the portfolio, ranked #127.

Marshall Financial Group (Maryland) first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Marshall Financial Group (Maryland) held 915 shares of United Rentals worth $1.04M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 136 United Rentals shares in Q2 2026, an estimated $129K.
  • United Rentals made up 0.15% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #127 holding.
  • Marshall Financial Group (Maryland) first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.