Epoch Investment Partners’s United Rentals URI Stock Holding History

Epoch Investment Partners’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	$57.6M	Sell	79,104 -3,801	-5%	-$3.19M	0.35%	110
2025 Q4	$67.1M	Sell	82,905 -5,884	-7%	-$5.11M	0.38%	100
2025 Q3	$84.8M	Sell	88,789 -36,074	-29%	-$32.1M	0.47%	84
2025 Q2	$94.1M	Buy	124,863 +683	+0.6%	+$457K	0.49%	77
2025 Q1	$77.8M	Buy	124,180 +91,148	+276%	+$62.7M	0.4%	92
2024 Q4	$23.3M	Buy	+33,032	New	+$26.8M	0.11%	179
2022 Q3	–	Sell	-2,539	Closed	-$617K	–	449
2022 Q2	$617K	Buy	+2,539	New	+$747K	﹤0.01%	381
2022 Q1	–	Sell	-73,018	Closed	-$24.3M	–	465
2021 Q4	$24.3M	Sell	73,018 -31,688	-30%	-$11.3M	0.12%	193
2021 Q3	$36.7M	Buy	104,706 +7,697	+8%	+$2.58M	0.2%	147
2021 Q2	$30.9M	Sell	97,009 -17,148	-15%	-$5.54M	0.17%	169
2021 Q1	$37.6M	Buy	+114,157	New	+$32.3M	0.18%	148

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

Epoch Investment Partners's URI Position: Q1 2026 in Review

Epoch Investment Partners reduced its United Rentals (URI) stake by 4.6% in Q1 2026, selling an estimated $3.19M and leaving 79,104 shares worth $57.6M. The position accounts for 0.35% of the portfolio, ranked #110.

Epoch Investment Partners first reported a position in URI in Q1 2021 and has held it in 11 quarters since. The position peaked at $94.1M in Q2 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Epoch Investment Partners held 79,104 shares of United Rentals worth $57.6M as of Q1 2026.
Epoch Investment Partners sold 3,801 United Rentals shares in Q1 2026, an estimated $3.19M.
United Rentals made up 0.35% of Epoch Investment Partners's portfolio in Q1 2026, its #110 holding.
Epoch Investment Partners first reported a position in United Rentals in Q1 2021 and has held it in 11 quarters since.
Epoch Investment Partners's United Rentals position peaked at $94.1M in Q2 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.