SEC 13F Intelligence

Baldwin Wealth Partners LLC/Ma / URI

Baldwin Wealth Partners LLC/Ma’s United Rentals Inc Position

Does Baldwin Wealth Partners LLC/Ma own United Rentals Inc (URI)? Yes — 30.1K shares worth $22M (+1.59% of its 13F portfolio) as of Q1 2026, down from 36.1K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
30.1K
% of Portfolio
+1.59%
Quarters Held
30
currently held

Position History URI

Reported value by quarter
Q4 ’18: $865,000Q4 ’18Q1 ’19: $959,000Q2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $8MQ3 ’22: $9MQ4 ’22: $15MQ4 ’22Q1 ’23: $17MQ2 ’23: $19MQ3 ’23: $19MQ4 ’23: $24MQ4 ’23Q1 ’24: $26MQ2 ’24: $22MQ3 ’24: $27MQ4 ’24: $25MQ4 ’24Q1 ’25: $23MQ2 ’25: $27MQ3 ’25: $34MQ4 ’25: $29MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202630.1K$22M+1.59%
Q4 202536.1K$29M+1.87%
Q3 202535.8K$34M+2.22%
Q2 202536.3K$27M+1.86%
Q1 202536.4K$23M+1.60%
Q4 202435.6K$25M+1.73%
Q3 202433.7K$27M+1.86%
Q2 202433.5K$22M+1.69%
Q1 202436.0K$26M+1.95%
Q4 202342.3K$24M+1.91%
Q3 202343.2K$19M+1.65%
Q2 202343.8K$19M+1.60%
Q1 202343.5K$17M+1.50%
Q4 202242.8K$15M+1.38%
Q3 202232.9K$9M+1.23%
Q2 202233.2K$8M+1.04%
Q1 20228.2K$3M+0.31%
Q4 20218.2K$3M+0.27%
Q3 20218.4K$3M+0.33%
Q2 20218.4K$3M+0.29%
Q1 20218.5K$3M+0.33%
Q4 20209.3K$2M+0.27%
Q3 20209.7K$2M+0.23%
Q2 20209.9K$1M+0.22%
Q1 202010.1K$1M+0.18%
Q4 20198.4K$1M+0.19%
Q3 20198.4K$1M+0.16%
Q2 20198.4K$1M+0.16%
Q1 20198.4K$959,000+0.14%
Q4 20188.4K$865,000+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baldwin Wealth Partners LLC/Ma’s full portfolio or all institutional holders of URI.