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Broadleaf Partners’s United Rentals URI Stock Holding History

Broadleaf 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
2026
Q1 		$7.24M Sell
9,943
-344
-3% -$289K 1.69% 23
2025
Q4 		$8.33M Sell
10,287
-18
-0.2% -$15.6K 1.76% 23
2025
Q3 		$9.84M Sell
10,305
-191
-2% -$170K 2.05% 22
2025
Q2 		$7.91M Buy
10,496
+18
+0.2% +$12K 1.74% 24
2025
Q1 		$6.57M Sell
10,478
-211
-2% -$145K 1.72% 21
2024
Q4 		$7.53M Sell
10,689
-133
-1% -$108K 1.76% 22
2024
Q3 		$8.76M Buy
10,822
+2,809
+35% +$2.02M 2.07% 19
2024
Q2 		$5.18M Sell
8,013
-2,589
-24% -$1.72M 1.25% 30
2024
Q1 		$7.65M Sell
10,602
-42
-0.4% -$26.9K 1.96% 17
2023
Q4 		$6.1M Sell
10,644
-5,460
-34% -$2.58M 1.79% 23
2023
Q3 		$7.16M Sell
16,104
-5,274
-25% -$2.41M 2.39% 19
2023
Q2 		$9.52M Buy
21,378
+58
+0.3% +$21.5K 3.11% 5
2023
Q1 		$8.44M Buy
21,320
+402
+2% +$169K 3.01% 7
2022
Q4 		$7.43M Buy
20,918
+6,356
+44% +$2.09M 2.93% 12
2022
Q3 		$3.93M Sell
14,562
-24
-0.2% -$6.99K 1.64% 28
2022
Q2 		$3.54M Buy
14,586
+375
+3% +$110K 1.48% 31
2022
Q1 		$5.05M Buy
+14,211
New +$4.64M 1.68% 24

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

Broadleaf Partners's URI Position: Q1 2026 in Review

Broadleaf Partners reduced its United Rentals (URI) stake by 3.3% in Q1 2026, selling an estimated $289K and leaving 9,943 shares worth $7.24M. The position accounts for 1.69% of the portfolio, ranked #23.

Broadleaf Partners first reported a position in URI in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.84M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Broadleaf Partners held 9,943 shares of United Rentals worth $7.24M as of Q1 2026.
  • Broadleaf Partners sold 344 United Rentals shares in Q1 2026, an estimated $289K.
  • United Rentals made up 1.69% of Broadleaf Partners's portfolio in Q1 2026, its #23 holding.
  • Broadleaf Partners first reported a position in United Rentals in Q1 2022 and has held it in 17 quarters since.
  • Broadleaf Partners's United Rentals position peaked at $9.84M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.