Values First Advisors’s United Rentals URI Stock Holding History

Values First 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 Q3	$1.69M	Buy	1,684 +106	+7%	+$113K	0.79%	45
2026 Q2	$1.79M	Hold	1,578	–	–	0.82%	46
2026 Q1	$1.15M	Buy	1,578 +563	+55%	+$473K	0.6%	51
2025 Q4	$822K	Buy	1,015 +41	+4%	+$35.6K	0.43%	71
2025 Q3	$930K	Sell	974 -44	-4%	-$39.2K	0.5%	60
2025 Q2	$767K	Buy	1,018 +395	+63%	+$264K	0.42%	69
2025 Q1	$390K	Buy	623 +419	+205%	+$288K	0.23%	119
2024 Q4	$144K	Buy	+204	New	+$166K	0.08%	183

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Values First Advisors's URI Position: Q3 2026 in Review

Values First Advisors increased its United Rentals (URI) stake by 6.7% in Q3 2026, buying an estimated $113K and bringing the position to 1,684 shares worth $1.69M. The position accounts for 0.79% of the portfolio, ranked #45.

Values First Advisors first reported a position in URI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q2 2026. 546 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Values First Advisors held 1,684 shares of United Rentals worth $1.69M as of Q3 2026.
Values First Advisors bought 106 United Rentals shares in Q3 2026, an estimated $113K.
United Rentals made up 0.79% of Values First Advisors's portfolio in Q3 2026, its #45 holding.
Values First Advisors first reported a position in United Rentals in Q4 2024 and has held it in 8 quarters since.
Values First Advisors's United Rentals position peaked at $1.79M in Q2 2026.
546 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.