Stiles Financial Services’s United Rentals URI Stock Holding History

Stiles Financial Services’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	$2.72M	Sell	2,722 -125	-4%	-$133K	0.69%	45
2026 Q2	$3.23M	Buy	2,847 +278	+11%	+$264K	0.81%	40
2026 Q1	$1.87M	Buy	2,569 +782	+44%	+$657K	0.57%	56
2025 Q4	$1.45M	Buy	1,787 +408	+30%	+$354K	0.45%	62
2025 Q3	$1.32M	Buy	1,379 +153	+12%	+$136K	0.42%	71
2025 Q2	$926K	Buy	1,226 +281	+30%	+$188K	0.32%	81
2025 Q1	$593K	Buy	945 +321	+51%	+$221K	0.23%	103
2024 Q4	$440K	Buy	624 +214	+52%	+$174K	0.16%	125
2024 Q3	$332K	Buy	+410	New	+$295K	0.12%	139

Other funds holding URI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Stiles Financial Services's URI Position: Q3 2026 in Review

Stiles Financial Services reduced its United Rentals (URI) stake by 4.4% in Q3 2026, selling an estimated $133K and leaving 2,722 shares worth $2.72M. The position accounts for 0.69% of the portfolio, ranked #45.

Stiles Financial Services first reported a position in URI in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.23M in Q2 2026. 968 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Stiles Financial Services held 2,722 shares of United Rentals worth $2.72M as of Q3 2026.
Stiles Financial Services sold 125 United Rentals shares in Q3 2026, an estimated $133K.
United Rentals made up 0.69% of Stiles Financial Services's portfolio in Q3 2026, its #45 holding.
Stiles Financial Services first reported a position in United Rentals in Q3 2024 and has held it in 9 quarters since.
Stiles Financial Services's United Rentals position peaked at $3.23M in Q2 2026.
968 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.