WWM
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Wolff Wiese Magana’s United Rentals URI Stock Holding History

Wolff Wiese Magana’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 		$1.31M Sell
1,153
-20
-2% -$19K 0.6% 57
2026
Q1 		$855K Sell
1,173
-197
-14% -$165K 0.47% 61
2025
Q4 		$1.11M Buy
1,370
+39
+3% +$33.9K 0.61% 50
2025
Q3 		$1.27M Buy
1,331
+17
+1% +$15.1K 0.72% 45
2025
Q2 		$990K Buy
1,314
+60
+5% +$40.1K 0.61% 54
2025
Q1 		$786K Buy
1,254
+316
+34% +$217K 0.53% 56
2024
Q4 		$661K Buy
938
+4
+0.4% +$3.25K 0.44% 57
2024
Q3 		$756K Buy
934
+25
+3% +$18K 0.52% 53
2024
Q2 		$588K Buy
909
+29
+3% +$19.3K 0.47% 54
2024
Q1 		$635K Buy
880
+2
+0.2% +$1.28K 0.55% 50
2023
Q4 		$503K Sell
878
-161
-15% -$75.9K 0.48% 54
2023
Q3 		$462K Sell
1,039
-14
-1% -$6.41K 0.38% 70
2023
Q2 		$469K Sell
1,053
-3
-0.3% -$1.11K 0.36% 68
2023
Q1 		$418K Sell
1,056
-18
-2% -$7.56K 0.34% 69
2022
Q4 		$382K Sell
1,074
-47
-4% -$15.4K 0.33% 69
2022
Q3 		$303K Buy
1,121
+898
+403% +$261K 0.24% 80
2022
Q2 		$55K Buy
223
+43
+24% +$12.7K 0.04% 238
2022
Q1 		$64K Buy
180
+7
+4% +$2.29K 0.04% 228
2021
Q4 		$58K Buy
173
+165
+2,063% +$58.8K 0.04% 258
2021
Q3 		$3K Buy
+8
New +$2.69K ﹤0.01% 692
2021
Q2 		– Sell
-250
Closed -$82K – 886
2021
Q1 		$82K Hold
250
– – 0.06% 211
2020
Q4 		$58K Buy
+250
New +$52.8K 0.05% 243

Other funds holding URI

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
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RIG
Renaissance Investment Group Lenox, Massachusetts $508M AUM 30.51% 1-Year Est. Return