RIG
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Renaissance Investment Group’s United Rentals URI Stock Holding History

Renaissance Investment 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
Q2 		$19.7M Sell
17,401
-174
-1% -$166K 3.88% 6
2026
Q1 		$12.8M Sell
17,575
-239
-1% -$201K 2.75% 12
2025
Q4 		$14.4M Sell
17,814
-840
-5% -$729K 2.9% 12
2025
Q3 		$17.8M Sell
18,654
-405
-2% -$361K 3.61% 8
2025
Q2 		$14.4M Sell
19,059
-57
-0.3% -$38.1K 3.12% 9
2025
Q1 		$12M Sell
19,116
-1,386
-7% -$953K 2.91% 14
2024
Q4 		$14.4M Sell
20,502
-486
-2% -$395K 3.05% 9
2024
Q3 		$17M Sell
20,988
-545
-3% -$392K 3.54% 6
2024
Q2 		$13.5M Buy
21,533
+154
+0.7% +$102K 2.94% 9
2024
Q1 		$15.4M Sell
21,379
-815
-4% -$523K 3.54% 6
2023
Q4 		$12.7M Buy
22,194
+221
+1% +$104K 3.17% 8
2023
Q3 		$9.77M Sell
21,973
-21
-0.1% -$9.61K 2.72% 14
2023
Q2 		$9.8M Buy
21,994
+66
+0.3% +$24.5K 2.57% 15
2023
Q1 		$8.68M Sell
21,928
-282
-1% -$118K 2.44% 17
2022
Q4 		$7.89M Buy
22,210
+687
+3% +$226K 2.35% 17
2022
Q3 		$6.26M Buy
21,523
+888
+4% +$258K 1.95% 22
2022
Q2 		$5.01M Sell
20,635
-1,427
-6% -$420K 1.63% 25
2022
Q1 		$6.77M Buy
22,062
+1,389
+7% +$454K 1.98% 23
2021
Q4 		$6.87M Buy
20,673
+829
+4% +$296K 1.63% 28
2021
Q3 		$6.96M Buy
19,844
+898
+5% +$301K 1.78% 27
2021
Q2 		$6.04M Buy
18,946
+545
+3% +$176K 1.55% 29
2021
Q1 		$6.06M Buy
18,401
+8,703
+90% +$2.46M 1.67% 28
2020
Q4 		$2.25M Buy
+9,698
New +$2.05M 0.66% 40

Other funds holding URI

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
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
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Renaissance Investment Group's URI Position: Q2 2026 in Review

Renaissance Investment Group reduced its United Rentals (URI) stake by 0.99% in Q2 2026, selling an estimated $166K and leaving 17,401 shares worth $19.7M. The position accounts for 3.88% of the portfolio, ranked #6.

Renaissance Investment Group first reported a position in URI in Q4 2020 and has held it in 23 quarters since. 282 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Renaissance Investment Group held 17,401 shares of United Rentals worth $19.7M as of Q2 2026.
  • Renaissance Investment Group sold 174 United Rentals shares in Q2 2026, an estimated $166K.
  • United Rentals made up 3.88% of Renaissance Investment Group's portfolio in Q2 2026, its #6 holding.
  • Renaissance Investment Group first reported a position in United Rentals in Q4 2020 and has held it in 23 quarters since.
  • 282 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.