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RAFFA WEALTH MANAGEMENT, LLC’s United Rentals URI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$24.9K Buy
22
+1
+5% +$951 ﹤0.01% 249
2026
Q1 		$15.3K Hold
21
– – ﹤0.01% 315
2025
Q4 		$17K Hold
21
– – ﹤0.01% 290
2025
Q3 		$20K Buy
21
+3
+17% +$2.67K ﹤0.01% 264
2025
Q2 		$13.6K Hold
18
– – ﹤0.01% 326
2025
Q1 		$11.3K Sell
18
-2
-10% -$1.38K ﹤0.01% 294
2024
Q4 		$14.1K Sell
20
-2
-9% -$1.63K ﹤0.01% 273
2024
Q3 		$17.8K Hold
22
– – ﹤0.01% 238
2024
Q2 		$14.2K Hold
22
– – ﹤0.01% 389
2024
Q1 		$15.9K Sell
22
-3
-12% -$1.93K ﹤0.01% 353
2023
Q4 		$14.3K Hold
25
– – ﹤0.01% 242
2023
Q3 		$11.1K Hold
25
– – ﹤0.01% 264
2023
Q2 		$11.1K Hold
25
– – ﹤0.01% 270
2023
Q1 		$9.89K Hold
25
– – ﹤0.01% 300
2022
Q4 		$8.89K Hold
25
– – ﹤0.01% 302
2022
Q3 		$6.75K Hold
25
– – ﹤0.01% 335
2022
Q2 		$6.07K Hold
25
– – ﹤0.01% 347
2022
Q1 		$8.88K Hold
25
– – ﹤0.01% 308
2021
Q4 		$8.31K Buy
25
+7
+39% +$2.5K ﹤0.01% 333
2021
Q3 		$6.32K Hold
18
– – ﹤0.01% 331
2021
Q2 		$5.74K Hold
18
– – ﹤0.01% 352
2021
Q1 		$5.93K Buy
18
+3
+20% +$850 ﹤0.01% 372
2020
Q4 		$3.48K Hold
15
– – ﹤0.01% 429
2020
Q3 		$2.62K Hold
15
– – ﹤0.01% 435
2020
Q2 		$2.24K Hold
15
– – ﹤0.01% 455
2020
Q1 		$1.54K Buy
+15
New +$1.99K ﹤0.01% 474
2019
Q2 		– Sell
-6
Closed -$686 – 1352
2019
Q1 		$686 Hold
6
– – ﹤0.01% 678
2018
Q4 		$615 Hold
6
– – ﹤0.01% 696
2018
Q3 		$982 Hold
6
– – ﹤0.01% 619
2018
Q2 		$886 Hold
6
– – ﹤0.01% 661
2018
Q1 		$1.04K Buy
+6
New +$1.06K ﹤0.01% 532
2017
Q3 		– Sell
-20
Closed -$2.25K – 391
2017
Q2 		$2.25K Hold
20
– – ﹤0.01% 277
2017
Q1 		$2.5K Sell
20
-5
-20% -$608 ﹤0.01% 244
2016
Q4 		$2.64K Buy
25
+7
+39% +$637 ﹤0.01% 258
2016
Q3 		$1.41K Buy
18
+13
+260% +$996 ﹤0.01% 336
2016
Q2 		$336 Hold
5
– – ﹤0.01% 816
2016
Q1 		$311 Hold
5
– – ﹤0.01% 798
2015
Q4 		$363 Hold
5
– – ﹤0.01% 783
2015
Q3 		$300 Hold
5
– – ﹤0.01% 800
2015
Q2 		$438 Hold
5
– – ﹤0.01% 763
2015
Q1 		$456 Sell
5
-85
-94% -$7.64K ﹤0.01% 753
2014
Q4 		$9.18K Hold
90
– – 0.01% 147
2014
Q3 		$10K Buy
90
+5
+6% +$562 0.01% 143
2014
Q2 		$8.9K Hold
85
– – 0.01% 152
2014
Q1 		$8.07K Sell
85
-5
-6% -$424 0.01% 152
2013
Q4 		$9.18K Buy
+90
New +$6.03K 0.01% 147

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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

RAFFA WEALTH MANAGEMENT, LLC's URI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its United Rentals (URI) stake by 4.8% in Q2 2026, buying an estimated $951 and bringing the position to 22 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in URI in Q4 2013 and has held it in 46 quarters since. 536 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 22 shares of United Rentals worth $24.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 United Rentals share in Q2 2026, an estimated $951.
  • United Rentals made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #249 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in United Rentals in Q4 2013 and has held it in 46 quarters since.
  • 536 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.