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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
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 $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

Covalis Capital's URI Position: Q1 2026 in Review

Covalis Capital increased its United Rentals (URI) stake by 253% in Q1 2026, buying an estimated $65.3M and bringing the position to 108,487 shares worth $79M. The position accounts for 4.86% of the portfolio, ranked #3.

Covalis Capital first reported a position in URI in Q1 2025 and has held it in 4 quarters since. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Covalis Capital held 108,487 shares of United Rentals worth $79M as of Q1 2026.
  • Covalis Capital bought 77,789 United Rentals shares in Q1 2026, an estimated $65.3M.
  • United Rentals made up 4.86% of Covalis Capital's portfolio in Q1 2026, its #3 holding.
  • Covalis Capital first reported a position in United Rentals in Q1 2025 and has held it in 4 quarters since.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Covalis Capital's 13F filing for Q1 2026, filed 15 May 2026.