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Northstar Financial Companies’s United Rentals URI Stock Holding History

Northstar Financial Companies’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 		$368K Hold
325
– – 0.25% 77
2026
Q1 		$237K Sell
325
-3
-0.9% -$2.52K 0.19% 100
2025
Q4 		$266K Sell
328
-8
-2% -$6.94K 0.21% 96
2025
Q3 		$321K Hold
336
– – 0.3% 74
2025
Q2 		$253K Sell
336
-32
-9% -$21.4K 0.26% 90
2025
Q1 		$231K Buy
368
+1
+0.3% +$687 0.25% 93
2024
Q4 		$259K Buy
+367
New +$298K 0.25% 89

Other funds holding URI

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Northstar Financial Companies's URI Position: Q2 2026 in Review

Northstar Financial Companies held its United Rentals (URI) position steady in Q2 2026 at 325 shares worth $368K. The position accounts for 0.25% of the portfolio, ranked #77.

Northstar Financial Companies first reported a position in URI in Q4 2024 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Northstar Financial Companies held 325 shares of United Rentals worth $368K as of Q2 2026.
  • Northstar Financial Companies left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.25% of Northstar Financial Companies's portfolio in Q2 2026, its #77 holding.
  • Northstar Financial Companies first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.