CAPTRUST Financial 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 | $17.3M | Sell |
23,679
-481
| -2% | -$404K | 0.03% | 403 |
|
|
2025
Q4 | $19.6M | Buy |
24,160
+937
| +4% | +$813K | 0.04% | 342 |
|
|
2025
Q3 | $22.2M | Sell |
23,223
-355
| -2% | -$316K | 0.05% | 297 |
|
|
2025
Q2 | $17.8M | Buy |
23,578
+71
| +0.3% | +$47.5K | 0.04% | 336 |
|
|
2025
Q1 | $14.7M | Buy |
23,507
+355
| +2% | +$244K | 0.04% | 349 |
|
|
2024
Q4 | $16.3M | Buy |
23,152
+51
| +0.2% | +$41.5K | 0.05% | 277 |
|
|
2024
Q3 | $18.7M | Sell |
23,101
-738
| -3% | -$531K | 0.06% | 251 |
|
|
2024
Q2 | $15.4M | Sell |
23,839
-94
| -0.4% | -$62.5K | 0.05% | 265 |
|
|
2024
Q1 | $17.3M | Sell |
23,933
-9,273
| -28% | -$5.95M | 0.06% | 244 |
|
|
2023
Q4 | $19M | Sell |
33,206
-688
| -2% | -$325K | 0.07% | 246 |
|
|
2023
Q3 | $15.1M | Buy |
33,894
+3,932
| +13% | +$1.8M | 0.06% | 256 |
|
|
2023
Q2 | $13.3M | Buy |
29,962
+12,753
| +74% | +$4.73M | 0.05% | 263 |
|
|
2023
Q1 | $6.81M | Buy |
17,209
+790
| +5% | +$332K | 0.03% | 379 |
|
|
2022
Q4 | $5.84M | Buy |
16,419
+1,252
| +8% | +$411K | 0.03% | 398 |
|
|
2022
Q3 | $4.1M | Sell |
15,167
-518
| -3% | -$151K | 0.02% | 453 |
|
|
2022
Q2 | $3.81M | Sell |
15,685
-21
| -0.1% | -$6.18K | 0.02% | 436 |
|
|
2022
Q1 | $5.58M | Sell |
15,706
-621
| -4% | -$203K | 0.04% | 352 |
|
|
2021
Q4 | $5.42M | Sell |
16,327
-832
| -5% | -$297K | 0.04% | 342 |
|
|
2021
Q3 | $6.02M | Sell |
17,159
-2,933
| -15% | -$985K | 0.05% | 287 |
|
|
2021
Q2 | $6.41M | Sell |
20,092
-1,288
| -6% | -$416K | 0.06% | 264 |
|
|
2021
Q1 | $7.04M | Buy |
21,380
+5,006
| +31% | +$1.42M | 0.08% | 228 |
|
|
2020
Q4 | $3.8M | Buy |
16,374
+139
| +0.9% | +$29.4K | 0.05% | 292 |
|
|
2020
Q3 | $2.85M | Sell |
16,235
-1
| -0% | -$168 | 0.05% | 293 |
|
|
2020
Q2 | $2.37M | Sell |
16,236
-1,501
| -8% | -$190K | 0.04% | 319 |
|
|
2020
Q1 | $1.7M | Sell |
17,737
-2,201
| -11% | -$292K | 0.04% | 329 |
|
|
2019
Q4 | $3.36M | Buy |
19,938
+19,447
| +3,961% | +$2.82M | 0.05% | 293 |
|
|
2019
Q3 | $61K | Buy |
491
+71
| +17% | +$8.61K | ﹤0.01% | 933 |
|
|
2019
Q2 | $56K | Buy |
420
+180
| +75% | +$22.8K | ﹤0.01% | 938 |
|
|
2019
Q1 | $27K | Buy |
240
+195
| +433% | +$24.1K | ﹤0.01% | 1076 |
|
|
2018
Q4 | $5K | Buy |
+45
| New | +$5.42K | ﹤0.01% | 1348 |
|
|
2018
Q3 | – | Sell |
-95
| Closed | -$14K | – | 1712 |
|
|
2018
Q2 | $14K | Buy |
+95
| New | +$15.5K | ﹤0.01% | 1077 |
|
|
2018
Q1 | – | Sell |
-125
| Closed | -$21K | – | 1383 |
|
|
2017
Q4 | $21K | Buy |
+125
| New | +$19K | ﹤0.01% | 782 |
|
Other funds holding URI
VCM
VPM
CAPTRUST Financial Advisors's URI Position: Q1 2026 in Review
CAPTRUST Financial Advisors reduced its United Rentals (URI) stake by 2% in Q1 2026, selling an estimated $404K and leaving 23,679 shares worth $17.3M. The position accounts for 0.03% of the portfolio, ranked #403.
CAPTRUST Financial Advisors first reported a position in URI in Q4 2017 and has held it in 32 quarters since. The position peaked at $22.2M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.
- CAPTRUST Financial Advisors held 23,679 shares of United Rentals worth $17.3M as of Q1 2026.
- CAPTRUST Financial Advisors sold 481 United Rentals shares in Q1 2026, an estimated $404K.
- United Rentals made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #403 holding.
- CAPTRUST Financial Advisors first reported a position in United Rentals in Q4 2017 and has held it in 32 quarters since.
- CAPTRUST Financial Advisors's United Rentals position peaked at $22.2M in Q3 2025.
- 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.