Pines Wealth Management’s United Rentals URI Stock Holding History

Pines 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	$427K	Sell	427 -27	-6%	-$28.8K	0.12%	150
2026 Q2	$514K	Sell	454 -3	-0.7%	-$2.85K	0.15%	134
2026 Q1	$333K	Buy	457 +5	+1%	+$4.2K	0.11%	167
2025 Q4	$366K	Sell	452 -32	-7%	-$27.8K	0.12%	160
2025 Q3	$462K	Buy	484 +11	+2%	+$9.8K	0.16%	132
2025 Q2	$375K	Buy	473 +21	+5%	+$14K	0.13%	160
2025 Q1	$249K	Buy	452 +72	+19%	+$49.5K	0.12%	173
2024 Q4	$255K	Buy	+380	New	+$309K	0.11%	174

Other funds holding URI

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

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

Pines Wealth Management reduced its United Rentals (URI) stake by 5.9% in Q3 2026, selling an estimated $28.8K and leaving 427 shares worth $427K. The position accounts for 0.12% of the portfolio, ranked #150.

Pines Wealth Management first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $514K in Q2 2026. 382 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Pines Wealth Management held 427 shares of United Rentals worth $427K as of Q3 2026.
Pines Wealth Management sold 27 United Rentals shares in Q3 2026, an estimated $28.8K.
United Rentals made up 0.12% of Pines Wealth Management's portfolio in Q3 2026, its #150 holding.
Pines Wealth Management first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's United Rentals position peaked at $514K in Q2 2026.
382 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.