Welch Group’s United Rentals URI Stock Holding History

Welch 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 Q3	$1.1M	Sell	1,104 -25	-2%	-$26.7K	0.04%	123
2026 Q2	$1.28M	Hold	1,129	–	–	0.04%	111
2026 Q1	$823K	Hold	1,129	–	–	0.03%	130
2025 Q4	$914K	Buy	1,129 +9	+0.8%	+$7.81K	0.04%	125
2025 Q3	$1.07M	Sell	1,120 -25	-2%	-$22.3K	0.04%	107
2025 Q2	$863K	Hold	1,145	–	–	0.04%	108
2025 Q1	$719K	Sell	1,145 -17	-1%	-$11.7K	0.03%	114
2024 Q4	$820K	Hold	1,162	–	–	0.04%	112
2024 Q3	$941K	Hold	1,162	–	–	0.04%	104
2024 Q2	$752K	Buy	1,162 +206	+22%	+$137K	0.04%	111
2024 Q1	$689K	Sell	956 -150	-14%	-$96.3K	0.03%	105
2023 Q4	$634K	Buy	1,106 +140	+14%	+$66K	0.03%	108
2023 Q3	$429K	Buy	966 +10	+1%	+$4.58K	0.03%	117
2023 Q2	$426K	Hold	956	–	–	0.02%	122
2023 Q1	$378K	Buy	+956	New	+$402K	0.02%	138
2022 Q2	–	Sell	-623	Closed	-$221K	–	220
2022 Q1	$221K	Buy	+623	New	+$203K	0.01%	196

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

Welch Group's URI Position: Q3 2026 in Review

Welch Group reduced its United Rentals (URI) stake by 2.2% in Q3 2026, selling an estimated $26.7K and leaving 1,104 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #123.

Welch Group first reported a position in URI in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q2 2026. 577 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Welch Group held 1,104 shares of United Rentals worth $1.1M as of Q3 2026.
Welch Group sold 25 United Rentals shares in Q3 2026, an estimated $26.7K.
United Rentals made up 0.04% of Welch Group's portfolio in Q3 2026, its #123 holding.
Welch Group first reported a position in United Rentals in Q1 2022 and has held it in 16 quarters since.
Welch Group's United Rentals position peaked at $1.28M in Q2 2026.
577 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.