Root Financial Partners
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Root Financial Partners’s United Rentals URI Stock Holding History

Root Financial Partners’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 		$958K Buy
957
+638
+200% +$681K 0.03% 145
2026
Q2 		$361K Buy
319
+169
+113% +$161K 0.01% 247
2026
Q1 		$109K Buy
150
+1
+0.7% +$840 0.01% 531
2025
Q4 		$121K Sell
149
-3
-2% -$2.6K 0.01% 408
2025
Q3 		$145K Buy
+152
New +$135K 0.01% 340

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Root Financial Partners's URI Position: Q3 2026 in Review

Root Financial Partners increased its United Rentals (URI) stake by 200% in Q3 2026, buying an estimated $681K and bringing the position to 957 shares worth $958K. The position accounts for 0.03% of the portfolio, ranked #145.

Root Financial Partners first reported a position in URI in Q3 2025 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Root Financial Partners held 957 shares of United Rentals worth $958K as of Q3 2026.
  • Root Financial Partners bought 638 United Rentals shares in Q3 2026, an estimated $681K.
  • United Rentals made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #145 holding.
  • Root Financial Partners first reported a position in United Rentals in Q3 2025 and has held it in 5 quarters since.
  • 613 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.