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Covalis Capital’s United Rentals URI Stock Holding History

Covalis Capital’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
-108,487
Closed -$79M – 147
2026
Q1 		$79M Buy
108,487
+77,789
+253% +$65.3M 4.86% 3
2025
Q4 		$24.8M Buy
+30,698
New +$26.6M 1.74% 17
2025
Q3 		– Sell
-8,478
Closed -$6.39M – 79
2025
Q2 		$6.39M Sell
8,478
-13,892
-62% -$9.29M 0.78% 35
2025
Q1 		$14M Buy
+22,370
New +$15.4M 2.65% 16

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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

Covalis Capital's URI Position: Q2 2026 in Review

Covalis Capital sold out of United Rentals (URI) in Q2 2026, closing a stake of 108,487 shares — an estimated $79M sold.

Covalis Capital first reported a position in URI in Q1 2025 and held it in 4 quarters. The position peaked at $79M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Covalis Capital reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Covalis Capital sold 108,487 United Rentals shares in Q2 2026, an estimated $79M.
  • Covalis Capital first reported a position in United Rentals in Q1 2025 and held it in 4 quarters.
  • Covalis Capital's United Rentals position peaked at $79M in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.