Caption Management’s United Rentals URI Stock Holding History

Caption Management’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
2020 Q1	–	Sell	-88,000	Closed	-$14.7M	–	1093
2019 Q4	$14.7M	Buy	+88,000	New	+$12.8M	0.49%	37

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caption Management's URI Position: Q1 2026 in Review

Caption Management sold out of United Rentals (URI) in Q1 2026, closing a stake of 3,000 shares — an estimated $2.43M sold.

Caption Management first reported a position in URI in Q4 2025 and held it in 1 quarter. The position peaked at $2.43M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Caption Management reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
Caption Management sold 3,000 United Rentals shares in Q1 2026, an estimated $2.43M.
Caption Management first reported a position in United Rentals in Q4 2025 and held it in 1 quarter.
Caption Management's United Rentals position peaked at $2.43M in Q4 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.