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Coldstream Capital Management’s United Rentals URI Stock Holding History

Coldstream Capital 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 		$1.77M Buy
2,433
+382
+19% +$321K 0.02% 331
2025
Q4 		$1.66M Sell
2,051
-7
-0.3% -$6.08K 0.02% 332
2025
Q3 		$1.96M Sell
2,058
-381
-16% -$340K 0.03% 306
2025
Q2 		$1.84M Buy
2,439
+19
+0.8% +$12.7K 0.03% 298
2025
Q1 		$1.52M Sell
2,420
-29
-1% -$19.9K 0.03% 302
2024
Q4 		$1.73M Sell
2,449
-1
-0% -$813 0.04% 269
2024
Q3 		$1.99M Buy
2,450
+115
+5% +$82.7K 0.04% 242
2024
Q2 		$1.51M Buy
2,335
+49
+2% +$32.6K 0.04% 256
2024
Q1 		$1.65M Sell
2,286
-5
-0.2% -$3.21K 0.04% 236
2023
Q4 		$1.31M Buy
2,291
+11
+0.5% +$5.19K 0.04% 248
2023
Q3 		$1.01M Sell
2,280
-22
-1% -$10.1K 0.03% 257
2023
Q2 		$1.03M Buy
2,302
+249
+12% +$92.3K 0.03% 264
2023
Q1 		$812K Buy
2,053
+20
+1% +$8.4K 0.03% 309
2022
Q4 		$723K Buy
+2,033
New +$668K 0.03% 325
2022
Q2 		$371K Buy
1,526
+48
+3% +$14.1K 0.01% 493
2022
Q1 		$525K Buy
1,478
+4
+0.3% +$1.31K 0.02% 364
2021
Q4 		$490K Buy
+1,474
New +$525K 0.02% 435

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

Coldstream Capital Management's URI Position: Q1 2026 in Review

Coldstream Capital Management increased its United Rentals (URI) stake by 19% in Q1 2026, buying an estimated $321K and bringing the position to 2,433 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #331.

Coldstream Capital Management first reported a position in URI in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.99M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Coldstream Capital Management held 2,433 shares of United Rentals worth $1.77M as of Q1 2026.
  • Coldstream Capital Management bought 382 United Rentals shares in Q1 2026, an estimated $321K.
  • United Rentals made up 0.02% of Coldstream Capital Management's portfolio in Q1 2026, its #331 holding.
  • Coldstream Capital Management first reported a position in United Rentals in Q4 2021 and has held it in 17 quarters since.
  • Coldstream Capital Management's United Rentals position peaked at $1.99M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.