Transatlantique Private Wealth’s United Rentals URI Stock Holding History

Transatlantique Private Wealth’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
2025 Q4	$1.1M	Sell	1,358 -27	-2%	-$23.4K	0.34%	84
2025 Q3	$1.32M	Sell	1,385 -165	-11%	-$147K	0.43%	65
2025 Q2	$1.17M	Buy	1,550 +18	+1%	+$12K	0.43%	63
2025 Q1	$960K	Buy	1,532 +843	+122%	+$580K	0.38%	79
2024 Q4	$485K	Hold	689	–	–	0.18%	150
2024 Q3	$558K	Hold	689	–	–	0.21%	141
2024 Q2	$446K	Hold	689	–	–	0.18%	146
2024 Q1	$497K	Sell	689 -72	-9%	-$46.2K	0.22%	150
2023 Q4	$436K	Hold	761	–	–	0.2%	157
2023 Q3	$338K	Hold	761	–	–	0.18%	163
2023 Q2	$339K	Hold	761	–	–	0.18%	165
2023 Q1	$301K	Sell	761 -219	-22%	-$92K	0.17%	169
2022 Q4	$348K	Sell	980 -122	-11%	-$40.1K	0.21%	145
2022 Q3	$298K	Hold	1,102	–	–	0.2%	155
2022 Q2	$268K	Buy	+1,102	New	+$324K	0.19%	173

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transatlantique Private Wealth's URI Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its United Rentals (URI) stake by 1.9% in Q4 2025, selling an estimated $23.4K and leaving 1,358 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #84.

Transatlantique Private Wealth first reported a position in URI in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q3 2025. 1,530 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Transatlantique Private Wealth held 1,358 shares of United Rentals worth $1.1M as of Q4 2025.
Transatlantique Private Wealth sold 27 United Rentals shares in Q4 2025, an estimated $23.4K.
United Rentals made up 0.34% of Transatlantique Private Wealth's portfolio in Q4 2025, its #84 holding.
Transatlantique Private Wealth first reported a position in United Rentals in Q2 2022 and has held it in 15 quarters since.
Transatlantique Private Wealth's United Rentals position peaked at $1.32M in Q3 2025.
1,530 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.