NBT Bank’s United Rentals URI Stock Holding History

NBT Bank’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 Q1	$198K	Sell	272 -62	-19%	-$52.1K	0.01%	367
2025 Q4	$270K	Sell	334 -25	-7%	-$21.7K	0.02%	339
2025 Q3	$343K	Hold	359	–	–	0.02%	314
2025 Q2	$270K	Sell	359 -18	-5%	-$12K	0.02%	336
2025 Q1	$236K	Hold	377	–	–	0.02%	353
2024 Q4	$266K	Hold	377	–	–	0.02%	338
2024 Q3	$305K	Sell	377 -15	-4%	-$10.8K	0.02%	336
2024 Q2	$254K	Sell	392 -102	-21%	-$67.8K	0.02%	350
2024 Q1	$356K	Sell	494 -236	-32%	-$151K	0.03%	311
2023 Q4	$419K	Buy	730 +149	+26%	+$70.3K	0.03%	286
2023 Q3	$258K	Buy	+581	New	+$266K	0.02%	281

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return