Caldwell Sutter Capital’s United Rentals URI Stock Holding History

Caldwell Sutter Capital’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 Q2	$23.8K	Hold	21	–	–	0.01%	507
2026 Q1	$15.3K	Hold	21	–	–	0.01%	516
2025 Q4	$17K	Hold	21	–	–	0.01%	492
2025 Q3	$20K	Hold	21	–	–	0.01%	472
2025 Q2	$15.8K	Hold	21	–	–	0.01%	490
2025 Q1	$13.2K	Hold	21	–	–	0.01%	509
2024 Q4	$14.8K	Hold	21	–	–	0.01%	509
2024 Q3	$17K	Hold	21	–	–	0.01%	503
2024 Q2	$13.6K	Hold	21	–	–	0.01%	524
2024 Q1	$15.1K	Sell	21 -1	-5%	-$642	0.01%	501
2023 Q4	$12.6K	Hold	22	–	–	0.01%	517
2023 Q3	$9.78K	Hold	22	–	–	0.01%	534
2023 Q2	$9.8K	Buy	22 +21	+2,100%	+$7.78K	0.01%	530
2023 Q1	$396	Buy	+1	New	+$420	﹤0.01%	551

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Sutter Capital's URI Position: Q2 2026 in Review

Caldwell Sutter Capital held its United Rentals (URI) position steady in Q2 2026 at 21 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #507.

Caldwell Sutter Capital first reported a position in URI in Q1 2023 and has held it in 14 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Caldwell Sutter Capital held 21 shares of United Rentals worth $23.8K as of Q2 2026.
Caldwell Sutter Capital left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #507 holding.
Caldwell Sutter Capital first reported a position in United Rentals in Q1 2023 and has held it in 14 quarters since.
1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.