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SlateStone Wealth’s United Rentals URI Stock Holding History

SlateStone Wealth’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 		$7.4M Sell
6,534
-331
-5% -$315K 0.57% 56
2026
Q1 		$5M Buy
6,865
+265
+4% +$223K 0.41% 66
2025
Q4 		$5.34M Buy
6,600
+86
+1% +$74.6K 0.45% 61
2025
Q3 		$6.22M Buy
6,514
+143
+2% +$127K 0.54% 56
2025
Q2 		$4.8M Buy
6,371
+284
+5% +$190K 0.45% 65
2025
Q1 		$3.81M Buy
6,087
+338
+6% +$232K 0.38% 74
2024
Q4 		$4.05M Buy
5,749
+286
+5% +$232K 0.4% 72
2024
Q3 		$4.42M Buy
5,463
+245
+5% +$176K 0.4% 68
2024
Q2 		$3.38M Buy
5,218
+204
+4% +$136K 0.37% 68
2024
Q1 		$3.62M Buy
5,014
+118
+2% +$75.7K 0.36% 72
2023
Q4 		$2.81M Buy
4,896
+135
+3% +$63.7K 0.36% 70
2023
Q3 		$2.12M Buy
4,761
+395
+9% +$181K 0.31% 77
2023
Q2 		$1.94M Buy
4,366
+79
+2% +$29.3K 0.36% 59
2023
Q1 		$1.7M Sell
4,287
-182
-4% -$76.4K 0.35% 70
2022
Q4 		$1.59M Buy
4,469
+528
+13% +$174K 0.38% 59
2022
Q3 		$1.06M Buy
3,941
+90
+2% +$26.2K 0.28% 75
2022
Q2 		$935K Buy
3,851
+905
+31% +$266K 0.24% 82
2022
Q1 		$1.05M Buy
2,946
+310
+12% +$101K 0.23% 74
2021
Q4 		$876K Buy
2,636
+188
+8% +$67K 0.19% 92
2021
Q3 		$859K Buy
2,448
+106
+5% +$35.6K 0.2% 93
2021
Q2 		$747K Buy
2,342
+118
+5% +$38.1K 0.17% 98
2021
Q1 		$732K Buy
2,224
+114
+5% +$32.3K 0.18% 94
2020
Q4 		$489K Buy
+2,110
New +$446K 0.12% 119
2019
Q3 		– Sell
-1,617
Closed -$214K – 183
2019
Q2 		$214K Buy
+1,617
New +$205K 0.06% 165

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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 $80.2B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

SlateStone Wealth's URI Position: Q2 2026 in Review

SlateStone Wealth reduced its United Rentals (URI) stake by 4.8% in Q2 2026, selling an estimated $315K and leaving 6,534 shares worth $7.4M. The position accounts for 0.57% of the portfolio, ranked #56.

SlateStone Wealth first reported a position in URI in Q2 2019 and has held it in 24 quarters since. 301 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • SlateStone Wealth held 6,534 shares of United Rentals worth $7.4M as of Q2 2026.
  • SlateStone Wealth sold 331 United Rentals shares in Q2 2026, an estimated $315K.
  • United Rentals made up 0.57% of SlateStone Wealth's portfolio in Q2 2026, its #56 holding.
  • SlateStone Wealth first reported a position in United Rentals in Q2 2019 and has held it in 24 quarters since.
  • 301 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.