CM
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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
2026
Q1 		– Sell
-30,500
Closed -$24.7M – 2093
2025
Q4 		$24.7M Buy
+30,500
New +$26.5M 0.17% 134
2020
Q1 		– Sell
-40,000
Closed -$6.67M – 1094
2019
Q4 		$6.67M Buy
+40,000
New +$5.81M 0.22% 118

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

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.