AFCM
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Applied Finance Capital Management’s United Rentals URI Stock Holding History

Applied Finance Capital 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 		$15.8M Buy
21,721
+976
+5% +$820K 1.19% 37
2025
Q4 		$16.8M Sell
20,745
-3,904
-16% -$3.39M 1.2% 34
2025
Q3 		$23.5M Sell
24,649
-5,768
-19% -$5.14M 1.67% 23
2025
Q2 		$22.9M Buy
30,417
+3,663
+14% +$2.45M 1.57% 26
2025
Q1 		$16.8M Sell
26,754
-23,796
-47% -$16.4M 1.23% 35
2024
Q4 		$35.6M Sell
50,550
-6,824
-12% -$5.55M 1.55% 28
2024
Q3 		$46.5M Buy
57,374
+924
+2% +$665K 1.98% 17
2024
Q2 		$36.5M Buy
56,450
+16,566
+42% +$11M 1.69% 26
2024
Q1 		$28.8M Sell
39,884
-1,216
-3% -$780K 2.02% 24
2023
Q4 		$23.6M Buy
41,100
+3,493
+9% +$1.65M 2.05% 17
2023
Q3 		$16.7M Sell
37,607
-940
-2% -$430K 1.82% 28
2023
Q2 		$17.2M Buy
38,547
+1,856
+5% +$688K 1.95% 21
2023
Q1 		$14.5M Sell
36,691
-1,331
-4% -$559K 1.81% 26
2022
Q4 		$13.5M Buy
+38,022
New +$12.5M 1.76% 29

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Applied Finance Capital Management's URI Position: Q1 2026 in Review

Applied Finance Capital Management increased its United Rentals (URI) stake by 4.7% in Q1 2026, buying an estimated $820K and bringing the position to 21,721 shares worth $15.8M. The position accounts for 1.19% of the portfolio, ranked #37.

Applied Finance Capital Management first reported a position in URI in Q4 2022 and has held it in 14 quarters since. The position peaked at $46.5M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Applied Finance Capital Management held 21,721 shares of United Rentals worth $15.8M as of Q1 2026.
  • Applied Finance Capital Management bought 976 United Rentals shares in Q1 2026, an estimated $820K.
  • United Rentals made up 1.19% of Applied Finance Capital Management's portfolio in Q1 2026, its #37 holding.
  • Applied Finance Capital Management first reported a position in United Rentals in Q4 2022 and has held it in 14 quarters since.
  • Applied Finance Capital Management's United Rentals position peaked at $46.5M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Applied Finance Capital Management's 13F filing for Q1 2026, filed 4 May 2026.