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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

D.L. Carlson Investment Group's URI Position: Q1 2026 in Review

D.L. Carlson Investment Group held its United Rentals (URI) position steady in Q1 2026 at 288 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #132.

D.L. Carlson Investment Group first reported a position in URI in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.04M in Q1 2023. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

D.L. Carlson Investment Group held 288 shares of United Rentals worth $210K as of Q1 2026.
D.L. Carlson Investment Group left its United Rentals share count unchanged in Q1 2026.
United Rentals made up 0.04% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #132 holding.
D.L. Carlson Investment Group first reported a position in United Rentals in Q1 2023 and has held it in 7 quarters since.
D.L. Carlson Investment Group's United Rentals position peaked at $3.04M in Q1 2023.
1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.