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Venturi Wealth Management’s United Rentals URI Stock Holding History

Venturi Wealth 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
Q2 		$28M Buy
24,727
+340
+1% +$323K 1.08% 21
2026
Q1 		$17.8M Buy
24,387
+2,225
+10% +$1.87M 0.8% 38
2025
Q4 		$17.9M Buy
22,162
+292
+1% +$253K 0.8% 33
2025
Q3 		$20.9M Sell
21,870
-771
-3% -$687K 0.97% 26
2025
Q2 		$17.1M Sell
22,641
-190
-0.8% -$127K 0.84% 33
2025
Q1 		$14.3M Buy
22,831
+2,292
+11% +$1.58M 0.74% 39
2024
Q4 		$14.5M Buy
20,539
+2,227
+12% +$1.81M 0.71% 37
2024
Q3 		$14.8M Sell
18,312
-2,388
-12% -$1.72M 0.78% 35
2024
Q2 		$13.4M Sell
20,700
-188
-0.9% -$125K 0.79% 32
2024
Q1 		$15.1M Sell
20,888
-2,635
-11% -$1.69M 0.97% 17
2023
Q4 		$13.5M Buy
23,523
+593
+3% +$280K 0.95% 21
2023
Q3 		$10.2M Sell
22,930
-3,293
-13% -$1.51M 0.8% 33
2023
Q2 		$11.7M Sell
26,223
-148
-0.6% -$54.8K 0.94% 19
2023
Q1 		$10.4M Sell
26,371
-734
-3% -$308K 0.86% 23
2022
Q4 		$9.63M Sell
27,105
-4,433
-14% -$1.46M 0.85% 27
2022
Q3 		$8.52M Sell
31,538
-18
-0.1% -$5.24K 0.82% 30
2022
Q2 		$7.67M Sell
31,556
-44
-0.1% -$12.9K 0.68% 41
2022
Q1 		$11.2M Buy
31,600
+1,063
+3% +$347K 0.86% 24
2021
Q4 		$10.1M Sell
30,537
-563
-2% -$201K 0.77% 37
2021
Q3 		$10.9M Sell
31,100
-2,780
-8% -$933K 0.91% 23
2021
Q2 		$10.8M Sell
33,880
-424
-1% -$137K 0.96% 21
2021
Q1 		$11.3M Sell
34,304
-9,133
-21% -$2.59M 1.08% 16
2020
Q4 		$10.1M Sell
43,437
-3,675
-8% -$776K 1.04% 20
2020
Q3 		$8.22M Buy
47,112
+1,181
+3% +$199K 0.95% 28
2020
Q2 		$6.85M Buy
+45,931
New +$5.83M 0.92% 34

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Venturi Wealth Management's URI Position: Q2 2026 in Review

Venturi Wealth Management increased its United Rentals (URI) stake by 1.4% in Q2 2026, buying an estimated $323K and bringing the position to 24,727 shares worth $28M. The position accounts for 1.08% of the portfolio, ranked #21.

Venturi Wealth Management first reported a position in URI in Q2 2020 and has held it in 25 quarters since. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Venturi Wealth Management held 24,727 shares of United Rentals worth $28M as of Q2 2026.
  • Venturi Wealth Management bought 340 United Rentals shares in Q2 2026, an estimated $323K.
  • United Rentals made up 1.08% of Venturi Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Venturi Wealth Management first reported a position in United Rentals in Q2 2020 and has held it in 25 quarters since.
  • 455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.