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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 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 $80.2B 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
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Toth Financial Advisory's URI Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in United Rentals (URI) in Q2 2026: 62 shares worth $70.2K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in URI as recently as Q1 2023.

Toth Financial Advisory first reported a position in URI in Q2 2020 and has held it in 4 quarters since. The position peaked at $947K in Q1 2023. 282 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Toth Financial Advisory held 62 shares of United Rentals worth $70.2K as of Q2 2026.
  • United Rentals was a new Toth Financial Advisory position in Q2 2026.
  • United Rentals made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #341 holding.
  • Toth Financial Advisory first reported a position in United Rentals in Q2 2020 and has held it in 4 quarters since.
  • Toth Financial Advisory's United Rentals position peaked at $947K in Q1 2023.
  • 282 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.