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CSM Advisors’s United Rentals URI Stock Holding History

CSM Advisors’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 		$19.6M Sell
26,894
-5,773
-18% -$4.85M 0.48% 52
2025
Q4 		$26.4M Buy
32,667
+7,223
+28% +$6.27M 0.72% 38
2025
Q3 		$24.3M Sell
25,444
-7,983
-24% -$7.11M 0.68% 39
2025
Q2 		$25.2M Buy
+33,427
New +$22.4M 0.73% 35

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

CSM Advisors's URI Position: Q1 2026 in Review

CSM Advisors reduced its United Rentals (URI) stake by 18% in Q1 2026, selling an estimated $4.85M and leaving 26,894 shares worth $19.6M. The position accounts for 0.48% of the portfolio, ranked #52.

CSM Advisors first reported a position in URI in Q2 2025 and has held it in 4 quarters since. The position peaked at $26.4M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • CSM Advisors held 26,894 shares of United Rentals worth $19.6M as of Q1 2026.
  • CSM Advisors sold 5,773 United Rentals shares in Q1 2026, an estimated $4.85M.
  • United Rentals made up 0.48% of CSM Advisors's portfolio in Q1 2026, its #52 holding.
  • CSM Advisors first reported a position in United Rentals in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's United Rentals position peaked at $26.4M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.