Perigon Wealth Management
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Perigon Wealth Management’s United Rentals URI Stock Holding History

Perigon 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
Q3 		$755K Sell
754
-98
-12% -$105K 0.01% 706
2026
Q2 		$966K Buy
852
+211
+33% +$201K 0.02% 609
2026
Q1 		$467K Sell
641
-28
-4% -$23.5K 0.01% 830
2025
Q4 		$542K Sell
669
-2
-0.3% -$1.74K 0.01% 754
2025
Q3 		$641K Buy
671
+112
+20% +$100K 0.01% 653
2025
Q2 		$421K Sell
559
-25
-4% -$16.7K 0.01% 727
2025
Q1 		$366K Sell
584
-22
-4% -$15.1K 0.01% 736
2024
Q4 		$459K Buy
606
+27
+5% +$21.9K 0.01% 665
2024
Q3 		$469K Buy
579
+39
+7% +$28.1K 0.01% 638
2024
Q2 		$349K Sell
540
-5
-0.9% -$3.32K 0.01% 636
2024
Q1 		$393K Sell
545
-87
-14% -$55.8K 0.01% 596
2023
Q4 		$362K Buy
632
+89
+16% +$42K 0.01% 600
2023
Q3 		$241K Sell
543
-4
-0.7% -$1.83K 0.01% 667
2023
Q2 		$244K Buy
+547
New +$203K 0.01% 679
2023
Q1 		– Sell
-666
Closed -$237K – 731
2022
Q4 		$237K Buy
+666
New +$219K 0.01% 606
2022
Q1 		– Sell
-718
Closed -$239K – 652
2021
Q4 		$239K Sell
718
-93
-11% -$33.2K 0.02% 512
2021
Q3 		$285K Buy
+811
New +$272K 0.02% 431
2021
Q1 		– Sell
-529
Closed -$123K – 1009
2020
Q4 		$123K Buy
+529
New +$112K 0.01% 501

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Perigon Wealth Management's URI Position: Q3 2026 in Review

Perigon Wealth Management reduced its United Rentals (URI) stake by 12% in Q3 2026, selling an estimated $105K and leaving 754 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #706.

Perigon Wealth Management first reported a position in URI in Q4 2020 and has held it in 18 quarters since. The position peaked at $966K in Q2 2026. 423 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Perigon Wealth Management held 754 shares of United Rentals worth $755K as of Q3 2026.
  • Perigon Wealth Management sold 98 United Rentals shares in Q3 2026, an estimated $105K.
  • United Rentals made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #706 holding.
  • Perigon Wealth Management first reported a position in United Rentals in Q4 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's United Rentals position peaked at $966K in Q2 2026.
  • 423 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.