Oak Asset Management
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Oak Asset Management’s United Rentals URI Stock Holding History

Oak Asset 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
Q3 		$233K Hold
233
– – 0.07% 105
2026
Q2 		$264K Sell
233
-139
-37% -$132K 0.08% 103
2026
Q1 		$271K Hold
372
– – 0.09% 96
2025
Q4 		$301K Hold
372
– – 0.1% 89
2025
Q3 		$355K Hold
372
– – 0.12% 83
2025
Q2 		$280K Hold
372
– – 0.1% 91
2025
Q1 		$233K Buy
+372
New +$256K 0.09% 95

Other funds holding URI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Oak Asset Management's URI Position: Q3 2026 in Review

Oak Asset Management held its United Rentals (URI) position steady in Q3 2026 at 233 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #105.

Oak Asset Management first reported a position in URI in Q1 2025 and has held it in 7 quarters since. The position peaked at $355K in Q3 2025. 994 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Oak Asset Management held 233 shares of United Rentals worth $233K as of Q3 2026.
  • Oak Asset Management left its United Rentals share count unchanged in Q3 2026.
  • United Rentals made up 0.07% of Oak Asset Management's portfolio in Q3 2026, its #105 holding.
  • Oak Asset Management first reported a position in United Rentals in Q1 2025 and has held it in 7 quarters since.
  • Oak Asset Management's United Rentals position peaked at $355K in Q3 2025.
  • 994 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Oak Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.