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Provenance Wealth Advisors’s United Rentals URI Stock Holding History

Provenance Wealth Advisors’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
Q2 		$233K Hold
206
– – 0.02% 130
2026
Q1 		$150K Buy
206
+200
+3,333% +$168K 0.02% 140
2025
Q4 		$4.86K Sell
6
-200
-97% -$174K ﹤0.01% 342
2025
Q3 		$197K Hold
206
– – 0.03% 126
2025
Q2 		$155K Hold
206
– – 0.02% 135
2025
Q1 		$129K Hold
206
– – 0.02% 161
2024
Q4 		$145K Hold
206
– – 0.02% 163
2024
Q3 		$167K Buy
206
+200
+3,333% +$144K 0.02% 159
2024
Q2 		$3.88K Sell
6
-200
-97% -$133K ﹤0.01% 336
2024
Q1 		$149K Buy
206
+197
+2,189% +$126K 0.02% 161
2023
Q4 		$5.16K Buy
9
+4
+80% +$1.89K ﹤0.01% 360
2023
Q3 		$2.22K Buy
+5
New +$2.29K ﹤0.01% 312

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Provenance Wealth Advisors's URI Position: Q2 2026 in Review

Provenance Wealth Advisors held its United Rentals (URI) position steady in Q2 2026 at 206 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #130.

Provenance Wealth Advisors first reported a position in URI in Q3 2023 and has held it in 12 quarters since. 482 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Provenance Wealth Advisors held 206 shares of United Rentals worth $233K as of Q2 2026.
  • Provenance Wealth Advisors left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Provenance Wealth Advisors first reported a position in United Rentals in Q3 2023 and has held it in 12 quarters since.
  • 482 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.