RA
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RFG Advisory’s United Rentals URI Stock Holding History

RFG Advisory’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 		$1.67M Sell
1,472
-733
-33% -$697K 0.03% 418
2026
Q1 		$1.61M Sell
2,205
-492
-18% -$413K 0.03% 395
2025
Q4 		$2.18M Buy
2,697
+106
+4% +$92K 0.04% 312
2025
Q3 		$2.47M Buy
2,591
+824
+47% +$734K 0.05% 272
2025
Q2 		$1.33M Sell
1,767
-69
-4% -$46.1K 0.03% 380
2025
Q1 		$1.15M Sell
1,836
-249
-12% -$171K 0.03% 376
2024
Q4 		$1.47M Buy
2,085
+348
+20% +$283K 0.04% 306
2024
Q3 		$1.41M Sell
1,737
-19
-1% -$13.7K 0.04% 310
2024
Q2 		$1.14M Buy
1,756
+286
+19% +$190K 0.04% 323
2024
Q1 		$1.06M Buy
1,470
+427
+41% +$274K 0.04% 342
2023
Q4 		$598K Buy
1,043
+167
+19% +$78.8K 0.02% 410
2023
Q3 		$389K Sell
876
-89
-9% -$40.7K 0.02% 452
2023
Q2 		$430K Sell
965
-176
-15% -$65.2K 0.02% 450
2023
Q1 		$452K Sell
1,141
-403
-26% -$169K 0.02% 435
2022
Q4 		$703K Sell
1,544
-180
-10% -$59.1K 0.04% 339
2022
Q3 		$565K Buy
+1,724
New +$502K 0.03% 349

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 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 $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return