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Wealth Group’s United Rentals URI Stock Holding History

Wealth Group’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 		– Sell
-300
Closed -$219K – 118
2026
Q1 		$219K Buy
+300
New +$252K 0.2% 81

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

Wealth Group's URI Position: Q2 2026 in Review

Wealth Group sold out of United Rentals (URI) in Q2 2026, closing a stake of 300 shares — an estimated $219K sold.

Wealth Group first reported a position in URI in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Wealth Group reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Wealth Group sold 300 United Rentals shares in Q2 2026, an estimated $219K.
  • Wealth Group first reported a position in United Rentals in Q1 2026 and held it in 1 quarter.
  • Wealth Group's United Rentals position peaked at $219K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.