CFO
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Callan Family Office’s United Rentals URI Stock Holding History

Callan Family Office’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 		$2.09M Sell
2,865
-347
-11% -$291K 0.05% 342
2025
Q4 		$2.6M Buy
3,212
+1,497
+87% +$1.3M 0.06% 301
2025
Q3 		$1.64M Buy
1,715
+36
+2% +$32.1K 0.05% 293
2025
Q2 		$1.26M Buy
1,679
+898
+115% +$601K 0.04% 355
2025
Q1 		$489K Sell
781
-343
-31% -$236K 0.04% 325
2024
Q4 		$792K Buy
1,124
+525
+88% +$427K 0.05% 290
2024
Q3 		$485K Buy
599
+189
+46% +$136K 0.08% 103
2024
Q2 		$265K Buy
+410
New +$272K 0.05% 129
2024
Q1 		– Sell
-396
Closed -$227K – 109
2023
Q4 		$227K Buy
+396
New +$187K 0.06% 94

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

Callan Family Office's URI Position: Q1 2026 in Review

Callan Family Office reduced its United Rentals (URI) stake by 11% in Q1 2026, selling an estimated $291K and leaving 2,865 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #342.

Callan Family Office first reported a position in URI in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.6M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Callan Family Office held 2,865 shares of United Rentals worth $2.09M as of Q1 2026.
  • Callan Family Office sold 347 United Rentals shares in Q1 2026, an estimated $291K.
  • United Rentals made up 0.05% of Callan Family Office's portfolio in Q1 2026, its #342 holding.
  • Callan Family Office first reported a position in United Rentals in Q4 2023 and has held it in 9 quarters since.
  • Callan Family Office's United Rentals position peaked at $2.6M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.