Capstone Investment Advisors
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Capstone Investment Advisors’s United Rentals URI Stock Holding History

Capstone Investment Advisors’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 		$237K Buy
+325
New +$273K ﹤0.01% 1468
2025
Q3 		– Sell
-677
Closed -$603K – 2079
2025
Q2 		$510K Buy
+677
New +$453K ﹤0.01% 1131
2025
Q1 		– Sell
-493
Closed -$339K – 1886
2024
Q4 		$347K Buy
493
+171
+53% +$139K ﹤0.01% 1438
2024
Q3 		$261K Sell
322
-881
-73% -$634K ﹤0.01% 1471
2024
Q2 		$778K Sell
1,203
-709
-37% -$471K ﹤0.01% 1088
2024
Q1 		$1.38M Buy
+1,912
New +$1.23M 0.01% 973
2023
Q4 		– Sell
-3,925
Closed -$1.85M – 2425
2023
Q3 		$1.74M Sell
3,925
-776
-17% -$355K 0.01% 778
2023
Q2 		$2.09M Sell
4,701
-4,875
-51% -$1.81M 0.01% 629
2023
Q1 		$3.79M Buy
+9,576
New +$4.02M 0.02% 433
2022
Q4 		– Sell
-3,345
Closed -$1.1M – 1667
2022
Q3 		$904K Buy
3,345
+534
+19% +$155K 0.01% 1073
2022
Q2 		$683K Buy
2,811
+2,235
+388% +$658K ﹤0.01% 1145
2022
Q1 		$205K Buy
576
+559
+3,288% +$183K ﹤0.01% 1733
2021
Q4 		$6K Buy
+17
New +$6.06K ﹤0.01% 1821
2021
Q2 		– Sell
-1,331
Closed -$430K – 1879
2021
Q1 		$438K Buy
+1,331
New +$377K ﹤0.01% 1309
2020
Q2 		– Sell
-10,832
Closed -$1.37M – 1369
2020
Q1 		$1.11M Buy
+10,832
New +$1.44M 0.02% 684
2019
Q2 		– Sell
-2,861
Closed -$363K – 1441
2019
Q1 		$327K Buy
2,861
+2,490
+671% +$307K ﹤0.01% 1059
2018
Q4 		$38K Buy
+371
New +$44.7K ﹤0.01% 1197
2017
Q2 		– Sell
-17,697
Closed -$2.21M – 946
2017
Q1 		$2.21M Buy
17,697
+6,517
+58% +$793K 0.06% 261
2016
Q4 		$1.18M Sell
11,180
-20,820
-65% -$1.89M 0.04% 375
2016
Q3 		$2.51M Buy
+32,000
New +$2.45M 0.06% 225
2013
Q4 		– Sell
-15,096
Closed -$1.01M – 569
2013
Q3 		$879K Buy
+15,096
New +$838K 0.01% 435

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VPM
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Capstone Investment Advisors's URI Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in United Rentals (URI) in Q1 2026: 325 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in URI as recently as Q2 2025.

Capstone Investment Advisors first reported a position in URI in Q3 2013 and has held it in 21 quarters since. The position peaked at $3.79M in Q1 2023. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Capstone Investment Advisors held 325 shares of United Rentals worth $237K as of Q1 2026.
  • United Rentals was a new Capstone Investment Advisors position in Q1 2026.
  • United Rentals made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1468 holding.
  • Capstone Investment Advisors first reported a position in United Rentals in Q3 2013 and has held it in 21 quarters since.
  • Capstone Investment Advisors's United Rentals position peaked at $3.79M in Q1 2023.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.