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Caprock Group’s United Rentals URI Stock Holding History

Caprock Group’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 		$4.21M Sell
5,772
-904
-14% -$759K 0.1% 172
2025
Q4 		$5.4M Buy
6,676
+848
+15% +$736K 0.11% 143
2025
Q3 		$5.57M Buy
+5,828
New +$5.19M 0.14% 119
2025
Q1 		$3.38M Buy
5,386
+794
+17% +$546K 0.1% 178
2024
Q4 		$3.24M Buy
4,592
+85
+2% +$69.1K 0.11% 162
2024
Q3 		$3.65M Buy
4,507
+183
+4% +$132K 0.13% 136
2024
Q2 		$2.8M Buy
4,324
+3,433
+385% +$2.28M 0.11% 153
2024
Q1 		$643K Sell
891
-9
-1% -$5.78K 0.04% 349
2023
Q4 		$516K Buy
900
+20
+2% +$9.43K 0.03% 381
2023
Q3 		$391K Sell
880
-12
-1% -$5.49K 0.03% 427
2023
Q2 		$397K Buy
892
+3
+0.3% +$1.11K 0.03% 427
2023
Q1 		$352K Buy
889
+62
+7% +$26K 0.03% 448
2022
Q4 		$294K Buy
827
+16
+2% +$5.26K 0.03% 405
2022
Q3 		$219K Buy
+811
New +$236K 0.02% 497
2022
Q2 		– Sell
-816
Closed -$290K – 635
2022
Q1 		$290K Sell
816
-8
-1% -$2.61K 0.03% 432
2021
Q4 		$274K Buy
824
+239
+41% +$85.2K 0.02% 461
2021
Q3 		$205K Buy
+585
New +$196K 0.02% 497
2021
Q2 		– Sell
-640
Closed -$211K – 565
2021
Q1 		$211K Buy
+640
New +$181K 0.02% 446

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

Caprock Group's URI Position: Q1 2026 in Review

Caprock Group reduced its United Rentals (URI) stake by 14% in Q1 2026, selling an estimated $759K and leaving 5,772 shares worth $4.21M. The position accounts for 0.1% of the portfolio, ranked #172.

Caprock Group first reported a position in URI in Q1 2021 and has held it in 18 quarters since. The position peaked at $5.57M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Caprock Group held 5,772 shares of United Rentals worth $4.21M as of Q1 2026.
  • Caprock Group sold 904 United Rentals shares in Q1 2026, an estimated $759K.
  • United Rentals made up 0.1% of Caprock Group's portfolio in Q1 2026, its #172 holding.
  • Caprock Group first reported a position in United Rentals in Q1 2021 and has held it in 18 quarters since.
  • Caprock Group's United Rentals position peaked at $5.57M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.