Cape Investment Advisory’s United Rentals URI Stock Holding History

Cape Investment Advisory’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	$1.13K	Buy	+1	New	+$951	﹤0.01%	1317
2026 Q1	–	Sell	-1	Closed	-$809	–	1149
2025 Q4	$809	Hold	1	–	–	﹤0.01%	1209
2025 Q3	$955	Sell	1 -6	-86%	-$5.35K	﹤0.01%	742
2025 Q2	$5.27K	Hold	7	–	–	﹤0.01%	746
2025 Q1	$4.39K	Buy	7 +1	+17%	+$687	﹤0.01%	774
2024 Q4	$4.23K	Buy	6 +1	+20%	+$813	﹤0.01%	780
2024 Q3	$4.05K	Hold	5	–	–	﹤0.01%	750
2024 Q2	$3.23K	Hold	5	–	–	﹤0.01%	738
2024 Q1	$3.61K	Hold	5	–	–	﹤0.01%	702
2023 Q4	$2.87K	Hold	5	–	–	﹤0.01%	877
2023 Q3	$2.22K	Hold	5	–	–	﹤0.01%	779
2023 Q2	$2.23K	Hold	5	–	–	﹤0.01%	762
2023 Q1	$1.98K	Buy	+5	New	+$2.1K	﹤0.01%	812

Other funds holding URI

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cape Investment Advisory's URI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in United Rentals (URI) in Q2 2026: 1 share worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in URI as recently as Q4 2025.

Cape Investment Advisory first reported a position in URI in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.27K in Q2 2025. 455 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Cape Investment Advisory held 1 share of United Rentals worth $1.13K as of Q2 2026.
United Rentals was a new Cape Investment Advisory position in Q2 2026.
United Rentals made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1317 holding.
Cape Investment Advisory first reported a position in United Rentals in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's United Rentals position peaked at $5.27K in Q2 2025.
455 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.