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 Q2	$47.6M	Sell	42,036 -37,068	-47%	-$35.3M	0.27%	132
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Epoch Investment Partners's URI Position: Q2 2026 in Review

Epoch Investment Partners reduced its United Rentals (URI) stake by 47% in Q2 2026, selling an estimated $35.3M and leaving 42,036 shares worth $47.6M. The position accounts for 0.27% of the portfolio, ranked #132.

Epoch Investment Partners first reported a position in URI in Q1 2021 and has held it in 12 quarters since. The position peaked at $94.1M in Q2 2025. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Epoch Investment Partners held 42,036 shares of United Rentals worth $47.6M as of Q2 2026.
Epoch Investment Partners sold 37,068 United Rentals shares in Q2 2026, an estimated $35.3M.
United Rentals made up 0.27% of Epoch Investment Partners's portfolio in Q2 2026, its #132 holding.
Epoch Investment Partners first reported a position in United Rentals in Q1 2021 and has held it in 12 quarters since.
Epoch Investment Partners's United Rentals position peaked at $94.1M in Q2 2025.
1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.