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Dmitry Balyasny’s United Rentals URI Stock Holding History

Dmitry Balyasny’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 		$4.98M Sell
4,400
-900
-17% -$856K 0.01% 1368
2026
Q1 		$3.86M Buy
5,300
+1,400
+36% +$1.18M 0.01% 1476
2025
Q4 		$3.16M Buy
3,900
+1,700
+77% +$1.48M ﹤0.01% 1642
2025
Q3 		$2.1M Buy
2,200
+500
+29% +$446K ﹤0.01% 1764
2025
Q2 		$1.28M Sell
1,700
-400
-19% -$268K ﹤0.01% 1952
2025
Q1 		$1.32M Buy
2,100
+300
+17% +$206K ﹤0.01% 1885
2024
Q4 		$1.27M Buy
1,800
+500
+38% +$406K ﹤0.01% 1849
2024
Q3 		$1.05M Buy
+1,300
New +$935K ﹤0.01% 1950
2023
Q4 		– Sell
-25,000
Closed -$11.1M – 2933
2023
Q3 		$11.1M Hold
25,000
– – 0.02% 813
2023
Q2 		$11.1M Sell
25,000
-16,600
-40% -$6.15M 0.02% 726
2023
Q1 		$16.5M Buy
41,600
+5,600
+16% +$2.35M 0.04% 588
2022
Q4 		$12.8M Buy
36,000
+12,500
+53% +$4.11M 0.04% 636
2022
Q3 		$6.35M Buy
23,500
+18,900
+411% +$5.5M 0.02% 891
2022
Q2 		$1.12M Buy
+4,600
New +$1.35M ﹤0.01% 1702
2020
Q2 		– Sell
-25,000
Closed -$2.57M – 1501
2020
Q1 		$2.57M Buy
+25,000
New +$3.31M 0.03% 567
2015
Q3 		– Sell
-200,000
Closed -$17.5M – 1389
2015
Q2 		$17.5M Buy
200,000
+125,000
+167% +$12M 0.11% 252
2015
Q1 		$6.84M Buy
+75,000
New +$6.74M 0.06% 414

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

Dmitry Balyasny's URI Position: Q2 2026 in Review

Dmitry Balyasny increased its United Rentals (URI) stake by 155% in Q2 2026, buying an estimated $5.99M and bringing the position to 10,344 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #986.

Dmitry Balyasny first reported a position in URI in Q3 2014 and has held it in 36 quarters since. The position peaked at $101M in Q1 2024. 1,579 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Dmitry Balyasny held 10,344 shares of United Rentals worth $11.7M as of Q2 2026.
  • Dmitry Balyasny bought 6,292 United Rentals shares in Q2 2026, an estimated $5.99M.
  • United Rentals made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #986 holding.
  • Dmitry Balyasny first reported a position in United Rentals in Q3 2014 and has held it in 36 quarters since.
  • Dmitry Balyasny's United Rentals position peaked at $101M in Q1 2024.
  • 1,579 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.