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Paladin Wealth’s United Rentals URI Stock Holding History

Paladin Wealth’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 		$1.14M Buy
1,008
+58
+6% +$55.2K 0.66% 43
2026
Q1 		$692K Sell
950
-122
-11% -$102K 0.48% 70
2025
Q4 		$868K Sell
1,072
-152
-12% -$132K 0.59% 54
2025
Q3 		$1.17M Sell
1,224
-80
-6% -$71.3K 0.85% 37
2025
Q2 		$982K Buy
1,304
+47
+4% +$31.4K 0.76% 47
2025
Q1 		$788K Buy
1,257
+220
+21% +$151K 0.71% 58
2024
Q4 		$731K Buy
1,037
+67
+7% +$54.5K 0.63% 56
2024
Q3 		$785K Buy
+970
New +$698K 0.69% 53

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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 $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return