URI — United Rentals Inc. COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  52 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported United Rentals Inc. COM (URI) in 52 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.22% in 2025 Q3. The latest visible filing shows URI at 1.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this URI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in United Rentals Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

URI was reported at 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

URI stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held URI — position size vs. price
% of Fund (quarterly)    URI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 36,144 +387 +1.1% 1.87% $29.3M 2026-02-14 (Est.) $869.57
2025 Q3 REDUCED 35,757 -557 -1.5% 2.22% $34.1M 2025-10-14 $996.16
2025 Q2 REDUCED 36,314 -58 -0.2% 1.86% $27.4M 2025-07-24 $869.75
2025 Q1 ADDED 36,372 +763 +2.1% 1.60% $22.8M 2025-04-14 $591.61
2024 Q4 ADDED 35,609 +1,948 +5.8% 1.73% $25.1M 2025-01-22 $773.84
2024 Q3 ADDED 33,661 +190 +0.6% 1.86% $27.3M 2024-10-16 $835.10
2024 Q2 REDUCED 33,471 -2,488 -6.9% 1.69% $21.6M 2024-07-12 $669.22
2024 Q1 REDUCED 35,959 -6,380 -15.1% 1.95% $25.9M 2024-04-12 $662.94
2023 Q4 REDUCED 42,339 -871 -2.0% 1.91% $24.3M 2024-01-08 $539.81
2023 Q3 REDUCED 43,210 -565 -1.3% 1.65% $19.2M 2023-10-10 $438.40
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding URI

As of 2025 Q4 — sorted by position size

MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 9.88% Access Investment Management LLC 8.19% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 5.54% Spinecap SAS 5.38% Factorial Partners, LLC 3Y 7Y 4.54% Edgemoor Investment Advisors, Inc. 3Y 7Y 4.4% Glassy Mountain Advisors, Inc. 3Y 4.11% Saranac Partners Ltd 4.03% WEDGEWOOD PARTNERS INC 3Y 7Y 4.01% F&V Capital Management, LLC 3Y 7Y 3.54%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and URI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning URI?

BALDWIN WEALTH PARTNERS LLC/MA reported URI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported URI position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for URI was 2.22% in 2025 Q3.

What is the latest reported URI position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 36,144 shares, equal to 1.87% of portfolio, with an estimated market value of $29.3M.

What does the chart on this URI ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly URI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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