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SteelPeak Wealth’s United Rentals URI Stock Holding History

SteelPeak 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 		$2.29M Buy
2,024
+9
+0.4% +$8.56K 0.06% 216
2026
Q1 		$1.47M Hold
2,015
– – 0.05% 240
2025
Q4 		$1.63M Sell
2,015
-115
-5% -$99.8K 0.05% 230
2025
Q3 		$2.03M Sell
2,130
-25
-1% -$22.3K 0.07% 217
2025
Q2 		$1.62M Buy
2,155
+1
+0% +$669 0.06% 217
2025
Q1 		$1.35M Hold
2,154
– – 0.06% 220
2024
Q4 		$1.52M Buy
2,154
+24
+1% +$19.5K 0.06% 201
2024
Q3 		$1.72M Buy
2,130
+11
+0.5% +$7.91K 0.08% 182
2024
Q2 		$1.37M Buy
2,119
+4
+0.2% +$2.66K 0.06% 198
2024
Q1 		$1.53M Hold
2,115
– – 0.08% 188
2023
Q4 		$1.21M Hold
2,115
– – 0.07% 185
2023
Q3 		$940K Hold
2,115
– – 0.06% 191
2023
Q2 		$942K Buy
2,115
+115
+6% +$42.6K 0.06% 191
2023
Q1 		$792K Hold
2,000
– – 0.05% 181
2022
Q4 		$711K Hold
2,000
– – 0.05% 202
2022
Q3 		$540K Hold
2,000
– – 0.04% 233
2022
Q2 		$486K Hold
2,000
– – 0.04% 255
2022
Q1 		$710K Hold
2,000
– – 0.04% 229
2021
Q4 		$665K Hold
2,000
– – 0.04% 219
2021
Q3 		$702K Hold
2,000
– – 0.05% 206
2021
Q2 		$638K Hold
2,000
– – 0.05% 237
2021
Q1 		$659K Hold
2,000
– – 0.05% 199
2020
Q4 		$464K Buy
+2,000
New +$423K 0.04% 215

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 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 $77B 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
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return