Pettee Investors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.91M | Hold |
6,986
| – | – | 3.89% | 4 |
|
|
2026
Q1 | $6.71M | Buy |
6,986
+28
| +0.4% | +$23.5K | 3.45% | 7 |
|
|
2025
Q4 | $5.63M | Buy |
6,958
+800
| +13% | +$694K | 3.16% | 7 |
|
|
2025
Q3 | $5.88M | Buy |
6,158
+26
| +0.4% | +$23.2K | 3.24% | 6 |
|
|
2025
Q2 | $4.62M | Sell |
6,132
-8
| -0.1% | -$5.35K | 2.76% | 6 |
|
|
2025
Q1 | $3.85M | Buy |
6,140
+478
| +8% | +$329K | 2.29% | 7 |
|
|
2024
Q4 | $3.99M | Buy |
5,662
+41
| +0.7% | +$33.3K | 2.03% | 9 |
|
|
2024
Q3 | $4.55M | Hold |
5,621
| – | – | 2.22% | 6 |
|
|
2024
Q2 | $3.64M | Buy |
5,621
+697
| +14% | +$463K | 1.75% | 11 |
|
|
2024
Q1 | $3.55M | Sell |
4,924
-8
| -0.2% | -$5.13K | 1.5% | 18 |
|
|
2023
Q4 | $2.83M | Hold |
4,932
| – | – | 1.25% | 28 |
|
|
2023
Q3 | $2.19M | Buy |
4,932
+149
| +3% | +$68.2K | 1.04% | 35 |
|
|
2023
Q2 | $2.13M | Buy |
4,783
+1,575
| +49% | +$584K | 0.96% | 38 |
|
|
2023
Q1 | $1.27M | Sell |
3,208
-140
| -4% | -$58.8K | 0.61% | 53 |
|
|
2022
Q4 | $1.19M | Hold |
3,348
| – | – | 0.58% | 57 |
|
|
2022
Q3 | $904K | Buy |
3,348
+1,130
| +51% | +$329K | 0.49% | 65 |
|
|
2022
Q2 | $539K | Buy |
2,218
+80
| +4% | +$23.5K | 0.27% | 89 |
|
|
2022
Q1 | $759K | Hold |
2,138
| – | – | 0.33% | 83 |
|
|
2021
Q4 | $710K | Hold |
2,138
| – | – | 0.3% | 87 |
|
|
2021
Q3 | $750K | Buy |
2,138
+38
| +2% | +$12.8K | 0.35% | 80 |
|
|
2021
Q2 | $670K | Hold |
2,100
| – | – | 0.31% | 84 |
|
|
2021
Q1 | $692K | Hold |
2,100
| – | – | 0.33% | 77 |
|
|
2020
Q4 | $487K | Hold |
2,100
| – | – | 0.26% | 83 |
|
|
2020
Q3 | $366K | Hold |
2,100
| – | – | 0.21% | 94 |
|
|
2020
Q2 | $313K | Hold |
2,100
| – | – | 0.19% | 97 |
|
|
2020
Q1 | $216K | Buy |
2,100
+500
| +31% | +$66.3K | 0.16% | 102 |
|
|
2019
Q4 | $267K | Buy |
+1,600
| New | +$232K | 0.15% | 109 |
|
|
2018
Q2 | – | Sell |
-2,200
| Closed | -$380K | – | 118 |
|
|
2018
Q1 | $380K | Hold |
2,200
| – | – | 0.24% | 100 |
|
|
2017
Q4 | $378K | Sell |
2,200
-25
| -1% | -$3.81K | 0.23% | 101 |
|
|
2017
Q3 | $309K | Buy |
+2,225
| New | +$266K | 0.2% | 103 |
|
Other funds holding URI
Pettee Investors's URI Position: Q2 2026 in Review
Pettee Investors held its United Rentals (URI) position steady in Q2 2026 at 6,986 shares worth $7.91M. The position accounts for 3.89% of the portfolio, ranked #4.
Pettee Investors first reported a position in URI in Q3 2017 and has held it in 30 quarters since. 1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.
- Pettee Investors held 6,986 shares of United Rentals worth $7.91M as of Q2 2026.
- Pettee Investors left its United Rentals share count unchanged in Q2 2026.
- United Rentals made up 3.89% of Pettee Investors's portfolio in Q2 2026, its #4 holding.
- Pettee Investors first reported a position in United Rentals in Q3 2017 and has held it in 30 quarters since.
- 1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.
Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.