Premier Path Wealth Partners
URI icon

Premier Path Wealth Partners’s United Rentals URI Stock Holding History

Premier Path Wealth Partners’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 		$1.01M Sell
1,011
-59
-6% -$62.9K 0.12% 163
2026
Q2 		$1.21M Buy
1,070
+2
+0.2% +$1.9K 0.14% 144
2026
Q1 		$778K Buy
1,068
+119
+13% +$100K 0.1% 192
2025
Q4 		$768K Buy
949
+65
+7% +$56.4K 0.1% 198
2025
Q3 		$844K Buy
884
+25
+3% +$22.3K 0.11% 194
2025
Q2 		$647K Buy
859
+91
+12% +$60.9K 0.09% 221
2025
Q1 		$481K Sell
768
-105
-12% -$72.2K 0.07% 237
2024
Q4 		$615K Buy
873
+20
+2% +$16.3K 0.09% 205
2024
Q3 		$690K Buy
853
+90
+12% +$64.7K 0.11% 193
2024
Q2 		$493K Sell
763
-6
-0.8% -$3.99K 0.08% 225
2024
Q1 		$556K Buy
769
+84
+12% +$53.9K 0.1% 191
2023
Q4 		$393K Buy
+685
New +$323K 0.09% 218

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

Premier Path Wealth Partners's URI Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its United Rentals (URI) stake by 5.5% in Q3 2026, selling an estimated $62.9K and leaving 1,011 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #163.

Premier Path Wealth Partners first reported a position in URI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q2 2026. 317 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Premier Path Wealth Partners held 1,011 shares of United Rentals worth $1.01M as of Q3 2026.
  • Premier Path Wealth Partners sold 59 United Rentals shares in Q3 2026, an estimated $62.9K.
  • United Rentals made up 0.12% of Premier Path Wealth Partners's portfolio in Q3 2026, its #163 holding.
  • Premier Path Wealth Partners first reported a position in United Rentals in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's United Rentals position peaked at $1.21M in Q2 2026.
  • 317 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.