Turtle Creek Wealth Advisors’s United Rentals URI Stock Holding History

Turtle Creek Wealth 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	$731K	Buy	645 +150	+30%	+$143K	0.04%	206
2026 Q1	$361K	Buy	495 +72	+17%	+$60.5K	0.03%	286
2025 Q4	$342K	Sell	423 -214	-34%	-$186K	0.03%	280
2025 Q3	$608K	Buy	637 +357	+128%	+$318K	0.05%	195
2025 Q2	$211K	Buy	+280	New	+$187K	0.02%	258
2024 Q1	–	Sell	-140	Closed	-$80.3K	–	781
2023 Q4	$80.3K	Buy	+140	New	+$66K	0.02%	217

Other funds holding URI

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Turtle Creek Wealth Advisors's URI Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its United Rentals (URI) stake by 30% in Q2 2026, buying an estimated $143K and bringing the position to 645 shares worth $731K. The position accounts for 0.04% of the portfolio, ranked #206.

Turtle Creek Wealth Advisors first reported a position in URI in Q4 2023 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Turtle Creek Wealth Advisors held 645 shares of United Rentals worth $731K as of Q2 2026.
Turtle Creek Wealth Advisors bought 150 United Rentals shares in Q2 2026, an estimated $143K.
United Rentals made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #206 holding.
Turtle Creek Wealth Advisors first reported a position in United Rentals in Q4 2023 and has held it in 6 quarters since.
759 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.