PWMG
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Private Wealth Management Group’s United Rentals URI Stock Holding History

Private Wealth Management 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 		$54K Sell
54
-4
-7% -$4.27K 0.01% 236
2026
Q2 		$65.7K Hold
58
– – 0.02% 208
2026
Q1 		$42.3K Hold
58
– – 0.01% 213
2025
Q4 		$46.9K Sell
58
-2
-3% -$1.74K 0.01% 203
2025
Q3 		$57.3K Hold
60
– – 0.02% 171
2025
Q2 		$45.2K Hold
60
– – 0.02% 183
2025
Q1 		$37.6K Sell
60
-1
-2% -$687 0.01% 201
2024
Q4 		$43K Hold
61
– – 0.02% 185
2024
Q3 		$49.4K Hold
61
– – 0.02% 160
2024
Q2 		$39.5K Buy
61
+1
+2% +$665 0.02% 179
2024
Q1 		$43.3K Hold
60
– – 0.02% 174
2023
Q4 		$34.4K Buy
+60
New +$28.3K 0.02% 197

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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return

Private Wealth Management Group's URI Position: Q3 2026 in Review

Private Wealth Management Group reduced its United Rentals (URI) stake by 6.9% in Q3 2026, selling an estimated $4.27K and leaving 54 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #236.

Private Wealth Management Group first reported a position in URI in Q4 2023 and has held it in 12 quarters since. The position peaked at $65.7K in Q2 2026. 473 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Private Wealth Management Group held 54 shares of United Rentals worth $54K as of Q3 2026.
  • Private Wealth Management Group sold 4 United Rentals shares in Q3 2026, an estimated $4.27K.
  • United Rentals made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #236 holding.
  • Private Wealth Management Group first reported a position in United Rentals in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's United Rentals position peaked at $65.7K in Q2 2026.
  • 473 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.