Middleton & Co’s United Rentals URI Stock Holding History

Middleton & Co’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	$225K	Hold	225	–	–	0.02%	157
2026 Q2	$255K	Sell	225 -150	-40%	-$143K	0.03%	148
2026 Q1	$273K	Hold	375	–	–	0.03%	143
2025 Q4	$303K	Sell	375 -200	-35%	-$174K	0.03%	140
2025 Q3	$549K	Sell	575 -25	-4%	-$22.3K	0.06%	110
2025 Q2	$452K	Hold	600	–	–	0.05%	120
2025 Q1	$376K	Hold	600	–	–	0.04%	124
2024 Q4	$423K	Sell	600 -126	-17%	-$102K	0.05%	117
2024 Q3	$588K	Hold	726	–	–	0.07%	108
2024 Q2	$470K	Hold	726	–	–	0.05%	113
2024 Q1	$524K	Hold	726	–	–	0.06%	112
2023 Q4	$416K	Sell	726 -50	-6%	-$23.6K	0.05%	116
2023 Q3	$345K	Hold	776	–	–	0.05%	121
2023 Q2	$346K	Sell	776 -142	-15%	-$52.6K	0.05%	127
2023 Q1	$363K	Hold	918	–	–	0.05%	126
2022 Q4	$326K	Buy	+918	New	+$302K	0.05%	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Middleton & Co's URI Position: Q3 2026 in Review

Middleton & Co held its United Rentals (URI) position steady in Q3 2026 at 225 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #157.

Middleton & Co first reported a position in URI in Q4 2022 and has held it in 16 quarters since. The position peaked at $588K in Q3 2024. 613 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Middleton & Co held 225 shares of United Rentals worth $225K as of Q3 2026.
Middleton & Co left its United Rentals share count unchanged in Q3 2026.
United Rentals made up 0.02% of Middleton & Co's portfolio in Q3 2026, its #157 holding.
Middleton & Co first reported a position in United Rentals in Q4 2022 and has held it in 16 quarters since.
Middleton & Co's United Rentals position peaked at $588K in Q3 2024.
613 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.