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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
Q2 		$21.8M Sell
19,263
-7,631
-28% -$7.26M 0.47% 49
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 $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

CSM Advisors's URI Position: Q2 2026 in Review

CSM Advisors reduced its United Rentals (URI) stake by 28% in Q2 2026, selling an estimated $7.26M and leaving 19,263 shares worth $21.8M. The position accounts for 0.47% of the portfolio, ranked #49.

CSM Advisors first reported a position in URI in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.4M in Q4 2025. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • CSM Advisors held 19,263 shares of United Rentals worth $21.8M as of Q2 2026.
  • CSM Advisors sold 7,631 United Rentals shares in Q2 2026, an estimated $7.26M.
  • United Rentals made up 0.47% of CSM Advisors's portfolio in Q2 2026, its #49 holding.
  • CSM Advisors first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's United Rentals position peaked at $26.4M in Q4 2025.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.