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Costello Asset Management’s United Rentals URI Stock Holding History

Costello Asset 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
Q2 		$11.3K Buy
10
+2
+25% +$1.9K ﹤0.01% 478
2026
Q1 		$5.83K Hold
8
– – ﹤0.01% 544
2025
Q4 		$6.47K Buy
+8
New +$6.94K ﹤0.01% 517

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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
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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

Costello Asset Management's URI Position: Q2 2026 in Review

Costello Asset Management increased its United Rentals (URI) stake by 25% in Q2 2026, buying an estimated $1.9K and bringing the position to 10 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Costello Asset Management first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Costello Asset Management held 10 shares of United Rentals worth $11.3K as of Q2 2026.
  • Costello Asset Management bought 2 United Rentals shares in Q2 2026, an estimated $1.9K.
  • United Rentals made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #478 holding.
  • Costello Asset Management first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.