Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s United Rentals URI Stock Holding History

Pinnacle Wealth Planning Services’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 		$631K Sell
631
-38
-6% -$40.5K 0.06% 193
2026
Q2 		$758K Sell
669
-24
-3% -$22.8K 0.07% 158
2026
Q1 		$505K Buy
693
+4
+0.6% +$3.36K 0.05% 209
2025
Q4 		$558K Sell
689
-66
-9% -$57.3K 0.06% 194
2025
Q3 		$721K Buy
755
+6
+0.8% +$5.35K 0.08% 138
2025
Q2 		$564K Buy
749
+183
+32% +$122K 0.07% 173
2025
Q1 		$355K Buy
566
+25
+5% +$17.2K 0.05% 225
2024
Q4 		$381K Sell
541
-321
-37% -$261K 0.06% 202
2024
Q3 		$698K Buy
862
+295
+52% +$212K 0.09% 137
2024
Q2 		$367K Sell
567
-3
-0.5% -$1.99K 0.05% 233
2024
Q1 		$411K Sell
570
-6
-1% -$3.85K 0.06% 227
2023
Q4 		$330K Sell
576
-7
-1% -$3.3K 0.05% 247
2023
Q3 		$259K Sell
583
-5
-0.9% -$2.29K 0.04% 289
2023
Q2 		$262K Sell
588
-9
-2% -$3.34K 0.04% 292
2023
Q1 		$236K Sell
597
-3
-0.5% -$1.26K 0.04% 328
2022
Q4 		$213K Buy
+600
New +$197K 0.04% 351
2022
Q2 		– Sell
-746
Closed -$265K – 482
2022
Q1 		$265K Buy
746
+85
+13% +$27.8K 0.05% 300
2021
Q4 		$220K Buy
661
+40
+6% +$14.3K 0.04% 340
2021
Q3 		$218K Buy
+621
New +$208K 0.05% 315
2021
Q2 		– Sell
-625
Closed -$206K – 374
2021
Q1 		$206K Buy
625
+54
+9% +$15.3K 0.05% 300
2020
Q4 		$132K Buy
+571
New +$121K 0.03% 380

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Amundi
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Pinnacle Wealth Planning Services's URI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its United Rentals (URI) stake by 5.7% in Q3 2026, selling an estimated $40.5K and leaving 631 shares worth $631K. The position accounts for 0.06% of the portfolio, ranked #193.

Pinnacle Wealth Planning Services first reported a position in URI in Q4 2020 and has held it in 21 quarters since. The position peaked at $758K in Q2 2026. 876 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 631 shares of United Rentals worth $631K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 38 United Rentals shares in Q3 2026, an estimated $40.5K.
  • United Rentals made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #193 holding.
  • Pinnacle Wealth Planning Services first reported a position in United Rentals in Q4 2020 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's United Rentals position peaked at $758K in Q2 2026.
  • 876 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.