Steel Grove Capital Advisors’s United Rentals URI Stock Holding History

Steel Grove Capital Advisors’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	$401K	Sell	401 -277	-41%	-$295K	0.04%	152
2026 Q2	$768K	Hold	678	–	–	0.07%	125
2026 Q1	$494K	Buy	678 +1	+0.1%	+$840	0.05%	140
2025 Q4	$548K	Hold	677	–	–	0.06%	115
2025 Q3	$510K	Hold	677	–	–	0.06%	124
2025 Q2	$510K	Buy	677 +31	+5%	+$20.7K	0.06%	125
2025 Q1	$405K	Buy	646 +246	+62%	+$169K	0.06%	122
2024 Q4	$282K	Buy	+400	New	+$325K	0.04%	151
2024 Q3	–	Sell	-600	Closed	-$388K	–	191
2024 Q2	$388K	Hold	600	–	–	0.05%	130
2024 Q1	$433K	Hold	600	–	–	0.06%	133
2023 Q4	$344K	Sell	600 -5	-0.8%	-$2.36K	0.05%	130
2023 Q3	$269K	Buy	605 +5	+0.8%	+$2.29K	0.04%	152
2023 Q2	$267K	Hold	600	–	–	0.03%	152
2023 Q1	$237K	Hold	600	–	–	0.03%	164
2022 Q4	$213K	Buy	+600	New	+$197K	0.03%	162
2022 Q2	–	Sell	-600	Closed	-$213K	–	155
2022 Q1	$213K	Buy	+600	New	+$196K	0.03%	146
2021 Q4	–	Sell	-600	Closed	-$211K	–	158
2021 Q3	$211K	Buy	+600	New	+$201K	0.05%	138

Other funds holding URI

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Steel Grove Capital Advisors's URI Position: Q3 2026 in Review

Steel Grove Capital Advisors reduced its United Rentals (URI) stake by 41% in Q3 2026, selling an estimated $295K and leaving 401 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #152.

Steel Grove Capital Advisors first reported a position in URI in Q3 2021 and has held it in 17 quarters since. The position peaked at $768K in Q2 2026. 182 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Steel Grove Capital Advisors held 401 shares of United Rentals worth $401K as of Q3 2026.
Steel Grove Capital Advisors sold 277 United Rentals shares in Q3 2026, an estimated $295K.
United Rentals made up 0.04% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #152 holding.
Steel Grove Capital Advisors first reported a position in United Rentals in Q3 2021 and has held it in 17 quarters since.
Steel Grove Capital Advisors's United Rentals position peaked at $768K in Q2 2026.
182 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.