Allen Investment Management’s United Rentals URI Stock Holding History

Allen Investment Management’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 Q1	$1.84M	Hold	2,525	–	–	0.02%	128
2025 Q4	$2.04M	Hold	2,525	–	–	0.02%	125
2025 Q3	$2.41M	Hold	2,525	–	–	0.03%	112
2025 Q2	$1.9M	Sell	2,525 -12	-0.5%	-$8.03K	0.02%	114
2025 Q1	$1.59M	Sell	2,537 -262	-9%	-$180K	0.02%	121
2024 Q4	$1.97M	Hold	2,799	–	–	0.02%	114
2024 Q3	$2.27M	Hold	2,799	–	–	0.03%	110
2024 Q2	$1.81M	Hold	2,799	–	–	0.02%	120
2024 Q1	$2.02M	Sell	2,799 -448	-14%	-$287K	0.03%	108
2023 Q4	$1.86M	Hold	3,247	–	–	0.02%	110
2023 Q3	$1.44M	Buy	3,247 +2,522	+348%	+$1.15M	0.02%	111
2023 Q2	$323K	Hold	725	–	–	﹤0.01%	192
2023 Q1	$287K	Buy	+725	New	+$305K	﹤0.01%	197

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allen Investment Management's URI Position: Q1 2026 in Review

Allen Investment Management held its United Rentals (URI) position steady in Q1 2026 at 2,525 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #128.

Allen Investment Management first reported a position in URI in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.41M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Allen Investment Management held 2,525 shares of United Rentals worth $1.84M as of Q1 2026.
Allen Investment Management left its United Rentals share count unchanged in Q1 2026.
United Rentals made up 0.02% of Allen Investment Management's portfolio in Q1 2026, its #128 holding.
Allen Investment Management first reported a position in United Rentals in Q1 2023 and has held it in 13 quarters since.
Allen Investment Management's United Rentals position peaked at $2.41M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.