DLCIG
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D.L. Carlson Investment Group’s United Rentals URI Stock Holding History

D.L. Carlson Investment Group’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
-288
Closed -$210K – 149
2026
Q1 		$210K Hold
288
– – 0.04% 132
2025
Q4 		$233K Hold
288
– – 0.04% 129
2025
Q3 		$275K Buy
+288
New +$257K 0.05% 129
2025
Q1 		– Sell
-288
Closed -$203K – 152
2024
Q4 		$203K Hold
288
– – 0.04% 144
2024
Q3 		$233K Buy
+288
New +$207K 0.04% 142
2024
Q2 		– Sell
-288
Closed -$208K – 150
2024
Q1 		$208K Buy
+288
New +$185K 0.04% 134
2023
Q2 		– Sell
-7,695
Closed -$3.04M – 152
2023
Q1 		$3.04M Buy
+7,695
New +$3.23M 0.69% 49

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

D.L. Carlson Investment Group's URI Position: Q2 2026 in Review

D.L. Carlson Investment Group sold out of United Rentals (URI) in Q2 2026, closing a stake of 288 shares — an estimated $210K sold.

D.L. Carlson Investment Group first reported a position in URI in Q1 2023 and held it in 7 quarters. The position peaked at $3.04M in Q1 2023. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • D.L. Carlson Investment Group reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 288 United Rentals shares in Q2 2026, an estimated $210K.
  • D.L. Carlson Investment Group first reported a position in United Rentals in Q1 2023 and held it in 7 quarters.
  • D.L. Carlson Investment Group's United Rentals position peaked at $3.04M in Q1 2023.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.