Toth Financial Advisory’s United Rentals URI Stock Holding History

Toth Financial Advisory’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	$64K	Buy	64 +2	+3%	+$2.13K	0.01%	346
2026 Q2	$70.2K	Buy	+62	New	+$59K	0.01%	341
2023 Q2	–	Sell	-2,392	Closed	-$947K	–	894
2023 Q1	$947K	Buy	2,392 +102	+4%	+$42.8K	0.15%	113
2022 Q4	$814K	Buy	+2,290	New	+$752K	0.13%	120
2020 Q3	–	Sell	-4	Closed	-$1K	–	607
2020 Q2	$1K	Buy	+4	New	+$507	﹤0.01%	522

Other funds holding URI

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

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

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return

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

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

Toth Financial Advisory's URI Position: Q3 2026 in Review

Toth Financial Advisory increased its United Rentals (URI) stake by 3.2% in Q3 2026, buying an estimated $2.13K and bringing the position to 64 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #346.

Toth Financial Advisory first reported a position in URI in Q2 2020 and has held it in 5 quarters since. The position peaked at $947K in Q1 2023. 299 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Toth Financial Advisory held 64 shares of United Rentals worth $64K as of Q3 2026.
Toth Financial Advisory bought 2 United Rentals shares in Q3 2026, an estimated $2.13K.
United Rentals made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #346 holding.
Toth Financial Advisory first reported a position in United Rentals in Q2 2020 and has held it in 5 quarters since.
Toth Financial Advisory's United Rentals position peaked at $947K in Q1 2023.
299 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.