Thurston Springer Miller Herd & Titak’s United Rentals URI Stock Holding History

Thurston Springer Miller Herd & Titak’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	$631K	Buy	557 +4	+0.7%	+$3.81K	0.23%	116
2026 Q1	$403K	Sell	553 -7	-1%	-$5.88K	0.17%	159
2025 Q4	$453K	Buy	560 +479	+591%	+$416K	0.16%	159
2025 Q3	$77.3K	Sell	81 -2,388	-97%	-$2.13M	0.15%	169
2025 Q2	$1.86M	Buy	2,469 +128	+5%	+$85.6K	0.24%	110
2025 Q1	$1.47M	Sell	2,341 -194	-8%	-$133K	0.25%	105
2024 Q4	$1.79M	Buy	2,535 +80	+3%	+$65K	0.36%	71
2024 Q3	$1.99M	Buy	2,455 +433	+21%	+$311K	0.55%	35
2024 Q2	$1.31M	Buy	+2,022	New	+$1.34M	0.41%	60

Other funds holding URI

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return