Richards, Merrill & Peterson’s United Rentals URI Stock Holding History

Richards, Merrill & Peterson’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	$473K	Hold	473	–	–	0.14%	128
2026 Q2	$536K	Buy	473 +10	+2%	+$9.5K	0.17%	119
2026 Q1	$337K	Buy	463 +30	+7%	+$25.2K	0.12%	144
2025 Q4	$350K	Buy	433 +23	+6%	+$20K	0.13%	137
2025 Q3	$391K	Buy	410 +17	+4%	+$15.1K	0.17%	123
2025 Q2	$296K	Buy	393 +70	+22%	+$46.8K	0.14%	134
2025 Q1	$202K	Buy	323 +110	+52%	+$75.6K	0.11%	146
2024 Q4	$150K	Buy	+213	New	+$173K	0.08%	152

Other funds holding URI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Richards, Merrill & Peterson's URI Position: Q3 2026 in Review

Richards, Merrill & Peterson held its United Rentals (URI) position steady in Q3 2026 at 473 shares worth $473K. The position accounts for 0.14% of the portfolio, ranked #128.

Richards, Merrill & Peterson first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $536K in Q2 2026. 811 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Richards, Merrill & Peterson held 473 shares of United Rentals worth $473K as of Q3 2026.
Richards, Merrill & Peterson left its United Rentals share count unchanged in Q3 2026.
United Rentals made up 0.14% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #128 holding.
Richards, Merrill & Peterson first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's United Rentals position peaked at $536K in Q2 2026.
811 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.