Capstone Investment Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,200
| Closed | -$971K | – | 1864 |
|
|
2025
Q4 | $971K | Hold |
1,200
| – | – | ﹤0.01% | 878 |
|
|
2025
Q3 | $1.15M | Hold |
1,200
| – | – | ﹤0.01% | 958 |
|
|
2025
Q2 | $904K | Sell |
1,200
-8,800
| -88% | -$5.89M | ﹤0.01% | 893 |
|
|
2025
Q1 | $6.27M | Buy |
10,000
+8,800
| +733% | +$6.05M | 0.02% | 400 |
|
|
2024
Q4 | $845K | Buy |
1,200
+100
| +9% | +$81.3K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $891K | Buy |
1,100
+100
| +10% | +$71.9K | ﹤0.01% | 996 |
|
|
2024
Q2 | $647K | Hold |
1,000
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q1 | $721K | Sell |
1,000
-1,200
| -55% | -$770K | ﹤0.01% | 1350 |
|
|
2023
Q4 | $1.26M | Buy |
2,200
+1,400
| +175% | +$660K | ﹤0.01% | 959 |
|
|
2023
Q3 | $356K | Sell |
800
-200
| -20% | -$91.5K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $445K | Hold |
1,000
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q1 | $396K | Sell |
1,000
-500
| -33% | -$210K | ﹤0.01% | 1078 |
|
|
2022
Q4 | $533K | Hold |
1,500
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q3 | $405K | Sell |
1,500
-600
| -29% | -$175K | ﹤0.01% | 1336 |
|
|
2022
Q2 | $510K | Sell |
2,100
-5,600
| -73% | -$1.65M | ﹤0.01% | 1226 |
|
|
2022
Q1 | $2.73M | Sell |
7,700
-5,300
| -41% | -$1.73M | 0.01% | 920 |
|
|
2021
Q4 | $4.32M | Buy |
13,000
+1,500
| +13% | +$535K | 0.01% | 866 |
|
|
2021
Q3 | $4.04M | Buy |
11,500
+1,700
| +17% | +$571K | 0.01% | 923 |
|
|
2021
Q2 | $3.13M | Buy |
9,800
+500
| +5% | +$161K | 0.01% | 865 |
|
|
2021
Q1 | $3.06M | Sell |
9,300
-17,700
| -66% | -$5.01M | 0.01% | 785 |
|
|
2020
Q4 | $6.26M | Buy |
27,000
+6,600
| +32% | +$1.39M | 0.02% | 526 |
|
|
2020
Q3 | $3.56M | Buy |
20,400
+900
| +5% | +$151K | 0.02% | 605 |
|
|
2020
Q2 | $2.91M | Buy |
19,500
+900
| +5% | +$114K | 0.02% | 590 |
|
|
2020
Q1 | $1.91M | Sell |
18,600
-6,300
| -25% | -$835K | 0.03% | 537 |
|
|
2019
Q4 | $4.15M | Buy |
24,900
+8,400
| +51% | +$1.22M | 0.02% | 622 |
|
|
2019
Q3 | $2.06M | Buy |
16,500
+5,500
| +50% | +$667K | 0.01% | 725 |
|
|
2019
Q2 | $1.46M | Buy |
11,000
+4,400
| +67% | +$558K | 0.01% | 828 |
|
|
2019
Q1 | $754K | Buy |
6,600
+3,400
| +106% | +$420K | 0.01% | 894 |
|
|
2018
Q4 | $328K | Buy |
3,200
+1,700
| +113% | +$205K | ﹤0.01% | 916 |
|
|
2018
Q3 | $245K | Buy |
+1,500
| New | +$233K | ﹤0.01% | 964 |
|
|
2014
Q1 | – | Sell |
-80,000
| Closed | -$6.24M | – | 539 |
|
|
2013
Q4 | $6.24M | Hold |
80,000
| – | – | 0.07% | 157 |
|
|
2013
Q3 | $4.66M | Buy |
+80,000
| New | +$4.44M | 0.05% | 208 |
|
Other funds holding URI
VCM
VPM
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.