North Growth Management’s United Rentals URI Stock Holding History

North Growth Management’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	$14.3M	Sell	13,000 -1,000	-7%	-$951K	1.83%	22
2026 Q1	$9.96M	Buy	14,000 +3,000	+27%	+$2.52M	1.52%	29
2025 Q4	$8.74M	Hold	11,000	–	–	1.37%	33
2025 Q3	$10.2M	Buy	11,000 +2,000	+22%	+$1.78M	1.77%	23
2025 Q2	$6.46M	Hold	9,000	–	–	1.21%	30
2025 Q1	$5.38M	Hold	9,000	–	–	1.13%	37
2024 Q4	$6.02M	Hold	9,000	–	–	1.14%	35
2024 Q3	$7.04M	Hold	9,000	–	–	1.31%	34
2024 Q2	$5.61M	Hold	9,000	–	–	1.11%	37
2024 Q1	$6.25M	Sell	9,000 -2,000	-18%	-$1.28M	1.19%	38
2023 Q4	$6.55M	Hold	11,000	–	–	1.4%	34
2023 Q3	$5.08M	Sell	11,000 -1,000	-8%	-$458K	1.13%	38
2023 Q2	$5.2M	Buy	+12,000	New	+$4.45M	1.07%	38
2022 Q3	–	Sell	-16,000	Closed	-$3.89M	–	50
2022 Q2	$3.89M	Buy	+16,000	New	+$4.71M	0.9%	41

Other funds holding URI

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

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

CCMIC

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

MIM

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

North Growth Management's URI Position: Q2 2026 in Review

North Growth Management reduced its United Rentals (URI) stake by 7.1% in Q2 2026, selling an estimated $951K and leaving 13,000 shares worth $14.3M. The position accounts for 1.83% of the portfolio, ranked #22.

North Growth Management first reported a position in URI in Q2 2022 and has held it in 14 quarters since. 349 funds tracked by Wall St. Rank hold URI as of Q2 2026.

North Growth Management held 13,000 shares of United Rentals worth $14.3M as of Q2 2026.
North Growth Management sold 1,000 United Rentals shares in Q2 2026, an estimated $951K.
United Rentals made up 1.83% of North Growth Management's portfolio in Q2 2026, its #22 holding.
North Growth Management first reported a position in United Rentals in Q2 2022 and has held it in 14 quarters since.
349 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on North Growth Management's 13F filing for Q2 2026, filed 22 Jul 2026.