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Castleview Partners’s United Rentals URI Stock Holding History

Castleview Partners’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
Q2 		– Sell
-293
Closed -$213K – 248
2026
Q1 		$213K Buy
+293
New +$246K 0.11% 183
2024
Q2 		– Sell
-22
Closed -$15.9K – 1000
2024
Q1 		$15.9K Hold
22
– – 0.01% 493
2023
Q4 		$12.6K Hold
22
– – 0.01% 493
2023
Q3 		$9.78K Hold
22
– – 0.01% 429
2023
Q2 		$9.8K Sell
22
-24
-52% -$8.89K 0.01% 438
2023
Q1 		$18.2K Buy
+46
New +$19.3K 0.02% 356
2022
Q2 		– Sell
-146
Closed -$51K – 812
2022
Q1 		$51K Buy
+146
New +$47.7K 0.03% 347
2021
Q2 		$64K Buy
+200
New +$64.6K 0.03% 361

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JP Morgan Chase
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Vanguard Portfolio Management
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Capital Research Global Investors
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castleview Partners's URI Position: Q2 2026 in Review

Castleview Partners sold out of United Rentals (URI) in Q2 2026, closing a stake of 293 shares — an estimated $213K sold.

Castleview Partners first reported a position in URI in Q2 2021 and held it in 8 quarters. The position peaked at $213K in Q1 2026. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Castleview Partners reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 293 United Rentals shares in Q2 2026, an estimated $213K.
  • Castleview Partners first reported a position in United Rentals in Q2 2021 and held it in 8 quarters.
  • Castleview Partners's United Rentals position peaked at $213K in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.