Calton & Associates’s United Rentals URI Stock Holding History

Calton & Associates’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	$431K	Sell	380 -435	-53%	-$414K	0.06%	250
2026 Q1	$594K	Buy	815 +30	+4%	+$25.2K	0.09%	205
2025 Q4	$635K	Buy	785 +11	+1%	+$9.55K	0.09%	207
2025 Q3	$739K	Buy	774 +4	+0.5%	+$3.56K	0.11%	171
2025 Q2	$580K	Buy	770 +107	+16%	+$71.6K	0.1%	187
2025 Q1	$416K	Buy	663 +256	+63%	+$176K	0.09%	196
2024 Q4	$287K	Buy	+407	New	+$331K	0.13%	151
2024 Q3	–	Sell	-607	Closed	-$393K	–	276
2024 Q2	$393K	Hold	607	–	–	0.2%	113
2024 Q1	$438K	Buy	607 +1	+0.2%	+$642	0.21%	106
2023 Q4	$347K	Buy	+606	New	+$286K	0.14%	146
2023 Q3	–	Sell	-606	Closed	-$270K	–	245
2023 Q2	$270K	Hold	606	–	–	0.13%	156
2023 Q1	$240K	Hold	606	–	–	0.11%	186
2022 Q4	$215K	Buy	+606	New	+$199K	0.08%	246
2018 Q1	–	Sell	-200	Closed	-$37K	–	1214
2017 Q4	$37K	Buy	+200	New	+$30.4K	0.01%	754

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 $3.38T AUM 44.17% 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

Calton & Associates's URI Position: Q2 2026 in Review

Calton & Associates reduced its United Rentals (URI) stake by 53% in Q2 2026, selling an estimated $414K and leaving 380 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #250.

Calton & Associates first reported a position in URI in Q4 2017 and has held it in 14 quarters since. The position peaked at $739K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Calton & Associates held 380 shares of United Rentals worth $431K as of Q2 2026.
Calton & Associates sold 435 United Rentals shares in Q2 2026, an estimated $414K.
United Rentals made up 0.06% of Calton & Associates's portfolio in Q2 2026, its #250 holding.
Calton & Associates first reported a position in United Rentals in Q4 2017 and has held it in 14 quarters since.
Calton & Associates's United Rentals position peaked at $739K in Q3 2025.
1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.