Quantum Financial Advisors’s United Rentals URI Stock Holding History

Quantum Financial 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	$493K	Buy	435 +1	+0.2%	+$951	0.05%	125
2026 Q1	$316K	Sell	434 -1	-0.2%	-$840	0.04%	154
2025 Q4	$352K	Buy	435 +1	+0.2%	+$868	0.04%	143
2025 Q3	$414K	Hold	434	–	–	0.05%	109
2025 Q2	$327K	Hold	434	–	–	0.04%	124
2025 Q1	$272K	Hold	434	–	–	0.04%	131
2024 Q4	$306K	Hold	434	–	–	0.05%	123
2024 Q3	$351K	Hold	434	–	–	0.06%	113
2024 Q2	$281K	Hold	434	–	–	0.05%	125
2024 Q1	$313K	Hold	434	–	–	0.06%	110
2023 Q4	$249K	Buy	+434	New	+$205K	0.06%	102

Other funds holding URI

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return