Appleton Partners’s United Rentals URI Stock Holding History

Appleton Partners’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
2025 Q4	–	Sell	-210	Closed	-$200K	–	269
2025 Q3	$200K	Buy	+210	New	+$187K	0.01%	255
2016 Q1	–	Sell	-9,180	Closed	-$666K	–	213
2015 Q4	$666K	Sell	9,180 -19,167	-68%	-$1.39M	0.13%	126
2015 Q3	$1.7M	Sell	28,347 -2,668	-9%	-$185K	0.39%	71
2015 Q2	$2.72M	Buy	31,015 +560	+2%	+$53.6K	0.61%	53
2015 Q1	$2.78M	Sell	30,455 -855	-3%	-$76.9K	0.63%	53
2014 Q4	$3.19M	Buy	+31,310	New	+$3.36M	0.73%	47

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Appleton Partners's URI Position: Q4 2025 in Review

Appleton Partners sold out of United Rentals (URI) in Q4 2025, closing a stake of 210 shares — an estimated $200K sold.

Appleton Partners first reported a position in URI in Q4 2014 and held it in 6 quarters. The position peaked at $3.19M in Q4 2014. 1,530 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Appleton Partners reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Appleton Partners sold 210 United Rentals shares in Q4 2025, an estimated $200K.
Appleton Partners first reported a position in United Rentals in Q4 2014 and held it in 6 quarters.
Appleton Partners's United Rentals position peaked at $3.19M in Q4 2014.
1,530 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Appleton Partners's 13F filing for Q4 2025, filed 9 Jan 2026.