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Oak Thistle LLC’s United Rentals URI Stock Holding History

Oak Thistle LLC’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 		$868K Sell
766
-1,254
-62% -$1.19M 0.08% 364
2026
Q1 		$1.47M Buy
2,020
+79
+4% +$66.4K 0.14% 276
2025
Q4 		$1.57M Buy
1,941
+909
+88% +$789K 0.22% 182
2025
Q3 		$985K Buy
+1,032
New +$920K 0.15% 269
2025
Q1 		– Sell
-577
Closed -$406K – 567
2024
Q4 		$406K Buy
+577
New +$469K 0.12% 283
2024
Q1 		– Sell
-823
Closed -$472K – 518
2023
Q4 		$472K Buy
+823
New +$388K 0.14% 294
2022
Q1 		– Sell
-923
Closed -$307K – 519
2021
Q4 		$307K Buy
+923
New +$329K 0.24% 193

Other funds holding URI

Robeco Institutional Asset Management
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Swedbank
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Oak Thistle LLC's URI Position: Q2 2026 in Review

Oak Thistle LLC reduced its United Rentals (URI) stake by 62% in Q2 2026, selling an estimated $1.19M and leaving 766 shares worth $868K. The position accounts for 0.08% of the portfolio, ranked #364.

Oak Thistle LLC first reported a position in URI in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2025. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Oak Thistle LLC held 766 shares of United Rentals worth $868K as of Q2 2026.
  • Oak Thistle LLC sold 1,254 United Rentals shares in Q2 2026, an estimated $1.19M.
  • United Rentals made up 0.08% of Oak Thistle LLC's portfolio in Q2 2026, its #364 holding.
  • Oak Thistle LLC first reported a position in United Rentals in Q4 2021 and has held it in 7 quarters since.
  • Oak Thistle LLC's United Rentals position peaked at $1.57M in Q4 2025.
  • 455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.