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North Point Portfolio Managers’s United Rentals URI Stock Holding History

North Point Portfolio Managers’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 		$16.9M Sell
16,849
-2,691
-14% -$2.87M 2.83% 13
2026
Q2 		$22.1M Sell
19,540
-625
-3% -$595K 3.65% 8
2026
Q1 		$14.7M Sell
20,165
-334
-2% -$281K 2.62% 14
2025
Q4 		$16.6M Buy
20,499
+154
+0.8% +$134K 2.81% 12
2025
Q3 		$19.4M Sell
20,345
-3,922
-16% -$3.49M 3.21% 10
2025
Q2 		$18.3M Sell
24,267
-298
-1% -$199K 3.14% 11
2025
Q1 		$15.4M Buy
24,565
+488
+2% +$335K 2.7% 13
2024
Q4 		$17M Sell
24,077
-416
-2% -$338K 2.95% 11
2024
Q3 		$19.8M Buy
24,493
+158
+0.6% +$114K 3.18% 7
2024
Q2 		$15.7M Sell
24,335
-559
-2% -$372K 2.77% 13
2024
Q1 		$18M Buy
24,894
+299
+1% +$192K 3.04% 9
2023
Q4 		$14.1M Buy
24,595
+40
+0.2% +$18.9K 2.57% 17
2023
Q3 		$10.9M Sell
24,555
-72
-0.3% -$33K 2.23% 23
2023
Q2 		$11M Sell
24,627
-7,085
-22% -$2.63M 2.17% 26
2023
Q1 		$12.6M Buy
+31,712
New +$13.3M 2% 30

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

North Point Portfolio Managers's URI Position: Q3 2026 in Review

North Point Portfolio Managers reduced its United Rentals (URI) stake by 14% in Q3 2026, selling an estimated $2.87M and leaving 16,849 shares worth $16.9M. The position accounts for 2.83% of the portfolio, ranked #13.

North Point Portfolio Managers first reported a position in URI in Q1 2023 and has held it in 15 quarters since. The position peaked at $22.1M in Q2 2026. 151 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • North Point Portfolio Managers held 16,849 shares of United Rentals worth $16.9M as of Q3 2026.
  • North Point Portfolio Managers sold 2,691 United Rentals shares in Q3 2026, an estimated $2.87M.
  • United Rentals made up 2.83% of North Point Portfolio Managers's portfolio in Q3 2026, its #13 holding.
  • North Point Portfolio Managers first reported a position in United Rentals in Q1 2023 and has held it in 15 quarters since.
  • North Point Portfolio Managers's United Rentals position peaked at $22.1M in Q2 2026.
  • 151 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.