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Rothschild Investment LLC’s United Rentals URI Stock Holding History

Rothschild Investment LLC’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 		$2.09M Buy
1,841
+152
+9% +$145K 0.08% 242
2026
Q1 		$1.23M Sell
1,689
-21
-1% -$17.6K 0.06% 231
2025
Q4 		$1.38M Sell
1,710
-83
-5% -$72K 0.08% 202
2025
Q3 		$1.71M Sell
1,793
-239
-12% -$213K 0.1% 168
2025
Q2 		$1.53M Sell
2,032
-262
-11% -$175K 0.1% 170
2025
Q1 		$1.44M Sell
2,294
-126
-5% -$86.6K 0.1% 186
2024
Q4 		$1.7M Sell
2,420
-1
-0% -$813 0.11% 161
2024
Q3 		$1.96M Sell
2,421
-56
-2% -$40.3K 0.13% 148
2024
Q2 		$1.6M Buy
2,477
+34
+1% +$22.6K 0.11% 161
2024
Q1 		$1.76M Sell
2,443
-37
-1% -$23.7K 0.13% 142
2023
Q4 		$1.42M Buy
2,480
+108
+5% +$50.9K 0.12% 148
2023
Q3 		$1.05M Sell
2,372
-152
-6% -$69.6K 0.09% 201
2023
Q2 		$1.12M Buy
2,524
+37
+1% +$13.7K 0.09% 198
2023
Q1 		$984K Buy
2,487
+41
+2% +$17.2K 0.09% 213
2022
Q4 		$869K Buy
2,446
+1,191
+95% +$391K 0.08% 227
2022
Q3 		$339K Buy
+1,255
New +$365K 0.03% 335

Other funds holding URI

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

Rothschild Investment LLC's URI Position: Q2 2026 in Review

Rothschild Investment LLC increased its United Rentals (URI) stake by 9% in Q2 2026, buying an estimated $145K and bringing the position to 1,841 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #242.

Rothschild Investment LLC first reported a position in URI in Q3 2022 and has held it in 16 quarters since. 865 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Rothschild Investment LLC held 1,841 shares of United Rentals worth $2.09M as of Q2 2026.
  • Rothschild Investment LLC bought 152 United Rentals shares in Q2 2026, an estimated $145K.
  • United Rentals made up 0.08% of Rothschild Investment LLC's portfolio in Q2 2026, its #242 holding.
  • Rothschild Investment LLC first reported a position in United Rentals in Q3 2022 and has held it in 16 quarters since.
  • 865 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.