WPC
URI icon

Wedmont Private Capital’s United Rentals URI Stock Holding History

Wedmont Private Capital’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 		$2.52M Buy
2,298
+104
+5% +$98.9K 0.07% 152
2026
Q1 		$1.67M Sell
2,194
-54
-2% -$45.4K 0.05% 200
2025
Q4 		$1.98M Sell
2,248
-26
-1% -$22.6K 0.07% 163
2025
Q3 		$2.25M Buy
2,274
+52
+2% +$46.3K 0.08% 142
2025
Q2 		$1.79M Buy
2,222
+47
+2% +$31.4K 0.08% 163
2025
Q1 		$1.27M Buy
2,175
+13
+0.6% +$8.94K 0.07% 190
2024
Q4 		$1.45M Buy
2,162
+66
+3% +$53.6K 0.08% 156
2024
Q3 		$1.68M Buy
2,096
+37
+2% +$26.6K 0.1% 128
2024
Q2 		$1.4M Buy
2,059
+26
+1% +$17.3K 0.09% 142
2024
Q1 		$1.42M Buy
2,033
+45
+2% +$28.9K 0.1% 125
2023
Q4 		$1.1M Buy
1,988
+160
+9% +$75.5K 0.09% 147
2023
Q3 		$799K Buy
1,828
+103
+6% +$47.1K 0.08% 160
2023
Q2 		$769K Sell
1,725
-335
-16% -$124K 0.08% 164
2023
Q1 		$752K Buy
2,060
+136
+7% +$57.1K 0.1% 149
2022
Q4 		$726K Buy
1,924
+927
+93% +$305K 0.11% 144
2022
Q3 		$269K Buy
+997
New +$290K 0.05% 280
2022
Q2 		– Sell
-712
Closed -$249K – 385
2022
Q1 		$249K Buy
+712
New +$232K 0.06% 271

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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 $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return