Bank of Montreal’s United Rentals URI Stock Holding History

Bank of Montreal’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	$1.46M	Buy	+2,000	New	+$1.68M	﹤0.01%	1837
2022 Q3	–	Sell	-12,500	Closed	-$3.18K	–	4422
2022 Q2	$3.18K	Hold	12,500	–	–	﹤0.01%	1656
2022 Q1	$4.49M	Buy	+12,500	New	+$4.08M	﹤0.01%	1546
2021 Q1	–	Sell	-8,000	Closed	-$2.06M	–	5359
2020 Q4	$2.06M	Hold	8,000	–	–	﹤0.01%	1812
2020 Q3	$1.55M	Sell	8,000 -120,000	-94%	-$20.2M	﹤0.01%	1773
2020 Q2	$18.4M	Buy	128,000 +120,000	+1,500%	+$15.2M	0.02%	615
2020 Q1	$769K	Buy	8,000 +3,000	+60%	+$398K	﹤0.01%	1804
2019 Q4	$834K	Buy	+5,000	New	+$726K	﹤0.01%	2381

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

Bank of Montreal's URI Position: Q1 2026 in Review

Bank of Montreal reduced its United Rentals (URI) stake by 4.4% in Q1 2026, selling an estimated $4.91M and leaving 127,946 shares worth $93.2M. The position accounts for 0.03% of the portfolio, ranked #373.

Bank of Montreal first reported a position in URI in Q2 2013 and has held it in 52 quarters since. The position peaked at $259M in Q1 2017. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Bank of Montreal held 127,946 shares of United Rentals worth $93.2M as of Q1 2026.
Bank of Montreal sold 5,849 United Rentals shares in Q1 2026, an estimated $4.91M.
United Rentals made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #373 holding.
Bank of Montreal first reported a position in United Rentals in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's United Rentals position peaked at $259M in Q1 2017.
1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.