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Semus Wealth Partners’s United Rentals URI Stock Holding History

Semus Wealth 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 		$750K Sell
749
-399
-35% -$426K 0.34% 51
2026
Q2 		$1.3M Sell
1,148
-498
-30% -$474K 0.63% 35
2026
Q1 		$1.2M Buy
1,646
+603
+58% +$506K 0.67% 38
2025
Q4 		$844K Sell
1,043
-98
-9% -$85.1K 0.45% 46
2025
Q3 		$1.09M Sell
1,141
-398
-26% -$355K 0.62% 40
2025
Q2 		$1.16M Sell
1,539
-196
-11% -$131K 0.75% 33
2025
Q1 		$1.09M Buy
1,735
+203
+13% +$140K 0.76% 33
2024
Q4 		$1.08M Buy
1,532
+403
+36% +$328K 0.71% 32
2024
Q3 		$914K Sell
1,129
-297
-21% -$214K 0.64% 32
2024
Q2 		$922K Buy
1,426
+3
+0.2% +$1.99K 0.71% 31
2024
Q1 		$1.03M Buy
1,423
+4
+0.3% +$2.57K 0.86% 26
2023
Q4 		$814K Buy
1,419
+4
+0.3% +$1.89K 0.67% 34
2023
Q3 		$629K Buy
1,415
+5
+0.4% +$2.29K 0.59% 37
2023
Q2 		$628K Buy
1,410
+6
+0.4% +$2.22K 0.58% 40
2023
Q1 		$556K Buy
1,404
+204
+17% +$85.7K 0.6% 40
2022
Q4 		$427K Buy
+1,200
New +$394K 0.52% 52

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
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Semus Wealth Partners's URI Position: Q3 2026 in Review

Semus Wealth Partners reduced its United Rentals (URI) stake by 35% in Q3 2026, selling an estimated $426K and leaving 749 shares worth $750K. The position accounts for 0.34% of the portfolio, ranked #51.

Semus Wealth Partners first reported a position in URI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q2 2026. 652 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Semus Wealth Partners held 749 shares of United Rentals worth $750K as of Q3 2026.
  • Semus Wealth Partners sold 399 United Rentals shares in Q3 2026, an estimated $426K.
  • United Rentals made up 0.34% of Semus Wealth Partners's portfolio in Q3 2026, its #51 holding.
  • Semus Wealth Partners first reported a position in United Rentals in Q4 2022 and has held it in 16 quarters since.
  • Semus Wealth Partners's United Rentals position peaked at $1.3M in Q2 2026.
  • 652 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Semus Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.