Clifford Swan Investment Counsel’s United Rentals URI Stock Holding History

Clifford Swan Investment Counsel’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	$496K	Hold	681	–	–	0.02%	215
2025 Q4	$551K	Hold	681	–	–	0.02%	219
2025 Q3	$650K	Sell	681 -200	-23%	-$178K	0.02%	205
2025 Q2	$664K	Hold	881	–	–	0.02%	199
2025 Q1	$552K	Buy	881 +2	+0.2%	+$1.38K	0.02%	208
2024 Q4	$619K	Hold	879	–	–	0.02%	203
2024 Q3	$712K	Hold	879	–	–	0.03%	200
2024 Q2	$568K	Sell	879 -200	-19%	-$133K	0.02%	206
2024 Q1	$778K	Hold	1,079	–	–	0.03%	184
2023 Q4	$619K	Sell	1,079 -1	-0.1%	-$472	0.02%	198
2023 Q3	$480K	Buy	1,080 +1	+0.1%	+$458	0.02%	213
2023 Q2	$481K	Hold	1,079	–	–	0.02%	215
2023 Q1	$427K	Hold	1,079	–	–	0.02%	220
2022 Q4	$383K	Hold	1,079	–	–	0.02%	231
2022 Q3	$291K	Hold	1,079	–	–	0.01%	259
2022 Q2	$262K	Buy	1,079 +79	+8%	+$23.2K	0.01%	281
2022 Q1	$355K	Hold	1,000	–	–	0.01%	264
2021 Q4	$332K	Hold	1,000	–	–	0.01%	272
2021 Q3	$383K	Hold	1,000	–	–	0.01%	260
2021 Q2	$324K	Sell	1,000 -25	-2%	-$8.07K	0.01%	262
2021 Q1	$338K	Hold	1,025	–	–	0.01%	261
2020 Q4	$238K	Buy	+1,025	New	+$217K	0.01%	295

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

Clifford Swan Investment Counsel's URI Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its United Rentals (URI) position steady in Q1 2026 at 681 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #215.

Clifford Swan Investment Counsel first reported a position in URI in Q4 2020 and has held it in 22 quarters since. The position peaked at $778K in Q1 2024. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Clifford Swan Investment Counsel held 681 shares of United Rentals worth $496K as of Q1 2026.
Clifford Swan Investment Counsel left its United Rentals share count unchanged in Q1 2026.
United Rentals made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #215 holding.
Clifford Swan Investment Counsel first reported a position in United Rentals in Q4 2020 and has held it in 22 quarters since.
Clifford Swan Investment Counsel's United Rentals position peaked at $778K in Q1 2024.
1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.