Orgel Wealth Management’s United Rentals URI Stock Holding History

Orgel Wealth 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	$261K	Buy	+230	New	+$219K	﹤0.01%	104
2025 Q4	–	Sell	-230	Closed	-$220K	–	94
2025 Q3	$220K	Buy	+230	New	+$205K	0.01%	86
2022 Q2	–	Sell	-600	Closed	-$213K	–	73
2022 Q1	$213K	Buy	+600	New	+$196K	0.01%	62
2021 Q4	–	Sell	-608	Closed	-$213K	–	68
2021 Q3	$213K	Buy	+608	New	+$204K	0.02%	58

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

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 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

Orgel Wealth Management's URI Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in United Rentals (URI) in Q2 2026: 230 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #104 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in URI as recently as Q3 2025.

Orgel Wealth Management first reported a position in URI in Q3 2021 and has held it in 4 quarters since. 500 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Orgel Wealth Management held 230 shares of United Rentals worth $261K as of Q2 2026.
United Rentals was a new Orgel Wealth Management position in Q2 2026.
United Rentals made up ﹤0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #104 holding.
Orgel Wealth Management first reported a position in United Rentals in Q3 2021 and has held it in 4 quarters since.
500 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.