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Tectonic Advisors’s United Rentals URI Stock Holding History

Tectonic 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
Q2 		$1.73M Buy
1,531
+230
+18% +$219K 0.08% 123
2026
Q1 		$948K Buy
1,301
+51
+4% +$42.8K 0.05% 170
2025
Q4 		$1.01M Sell
1,250
-121
-9% -$105K 0.05% 166
2025
Q3 		$1.31M Sell
1,371
-81
-6% -$72.2K 0.07% 148
2025
Q2 		$1.09M Buy
1,452
+115
+9% +$76.9K 0.06% 155
2025
Q1 		$838K Buy
1,337
+120
+10% +$82.5K 0.05% 178
2024
Q4 		$858K Sell
1,217
-101
-8% -$82.1K 0.06% 177
2024
Q3 		$1.07M Sell
1,318
-114
-8% -$82K 0.07% 153
2024
Q2 		$926K Buy
1,432
+80
+6% +$53.2K 0.07% 162
2024
Q1 		$975K Sell
1,352
-73
-5% -$46.8K 0.07% 148
2023
Q4 		$817K Buy
1,425
+26
+2% +$12.3K 0.07% 153
2023
Q3 		$622K Sell
1,399
-9
-0.6% -$4.12K 0.06% 173
2023
Q2 		$627K Buy
1,408
+351
+33% +$130K 0.08% 171
2023
Q1 		$418K Buy
1,057
+56
+6% +$23.5K 0.06% 201
2022
Q4 		$356K Buy
+1,001
New +$329K 0.06% 200

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