UIM
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Unified Investment Management’s United Rentals URI Stock Holding History

Unified Investment Management’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 		$1.99M Sell
1,986
-44
-2% -$46.9K 1.75% 13
2026
Q2 		$2.3M Sell
2,030
-136
-6% -$129K 2.12% 5
2026
Q1 		$1.58M Buy
2,166
+23
+1% +$19.3K 1.61% 14
2025
Q4 		$1.73M Hold
2,143
– – 1.74% 13
2025
Q3 		$2.05M Sell
2,143
-166
-7% -$148K 2.04% 8
2025
Q2 		$1.74M Buy
2,309
+20
+0.9% +$13.4K 1.86% 10
2025
Q1 		$1.43M Sell
2,289
-133
-5% -$91.4K 1.7% 13
2024
Q4 		$1.71M Buy
+2,422
New +$1.97M 1.94% 12

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Unified Investment Management's URI Position: Q3 2026 in Review

Unified Investment Management reduced its United Rentals (URI) stake by 2.2% in Q3 2026, selling an estimated $46.9K and leaving 1,986 shares worth $1.99M. The position accounts for 1.75% of the portfolio, ranked #13.

Unified Investment Management first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q2 2026. 182 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Unified Investment Management held 1,986 shares of United Rentals worth $1.99M as of Q3 2026.
  • Unified Investment Management sold 44 United Rentals shares in Q3 2026, an estimated $46.9K.
  • United Rentals made up 1.75% of Unified Investment Management's portfolio in Q3 2026, its #13 holding.
  • Unified Investment Management first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
  • Unified Investment Management's United Rentals position peaked at $2.3M in Q2 2026.
  • 182 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.