Portside Wealth Group
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Portside Wealth Group’s United Rentals URI Stock Holding History

Portside Wealth Group’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 		$525K Buy
525
+78
+17% +$83.2K 0.06% 299
2026
Q2 		$506K Buy
447
+61
+16% +$58K 0.06% 304
2026
Q1 		$281K Buy
386
+40
+12% +$33.6K 0.04% 375
2025
Q4 		$280K Sell
346
-56
-14% -$48.6K 0.04% 380
2025
Q3 		$384K Buy
402
+2
+0.5% +$1.78K 0.05% 314
2025
Q2 		$301K Buy
+400
New +$268K 0.04% 358

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
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
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
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Portside Wealth Group's URI Position: Q3 2026 in Review

Portside Wealth Group increased its United Rentals (URI) stake by 17% in Q3 2026, buying an estimated $83.2K and bringing the position to 525 shares worth $525K. The position accounts for 0.06% of the portfolio, ranked #299.

Portside Wealth Group first reported a position in URI in Q2 2025 and has held it in 6 quarters since. 332 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Portside Wealth Group held 525 shares of United Rentals worth $525K as of Q3 2026.
  • Portside Wealth Group bought 78 United Rentals shares in Q3 2026, an estimated $83.2K.
  • United Rentals made up 0.06% of Portside Wealth Group's portfolio in Q3 2026, its #299 holding.
  • Portside Wealth Group first reported a position in United Rentals in Q2 2025 and has held it in 6 quarters since.
  • 332 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.