Evergreen Capital Management’s United Rentals URI Stock Holding History

Evergreen Capital Management’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	$694K	Sell	613 -206	-25%	-$196K	0.01%	712
2026 Q1	$597K	Buy	819 +133	+19%	+$112K	0.01%	684
2025 Q4	$555K	Sell	686 -12	-2%	-$10.4K	0.01%	683
2025 Q3	$666K	Buy	698 +99	+17%	+$88.2K	0.02%	531
2025 Q2	$451K	Buy	599 +17	+3%	+$11.4K	0.01%	603
2025 Q1	$365K	Buy	582 +52	+10%	+$35.7K	0.01%	642
2024 Q4	$373K	Sell	530 -1	-0.2%	-$813	0.01%	631
2024 Q3	$430K	Buy	531 +34	+7%	+$24.5K	0.01%	566
2024 Q2	$321K	Buy	497 +21	+4%	+$14K	0.01%	634
2024 Q1	$343K	Buy	476 +24	+5%	+$15.4K	0.01%	584
2023 Q4	$259K	Sell	452 -16	-3%	-$7.55K	0.01%	662
2023 Q3	$208K	Buy	468 +9	+2%	+$4.12K	0.01%	696
2023 Q2	$204K	Buy	+459	New	+$170K	0.01%	722
2020 Q1	–	Sell	-1,467	Closed	-$245K	–	492
2019 Q4	$245K	Buy	+1,467	New	+$213K	0.02%	386

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

Evergreen Capital Management's URI Position: Q2 2026 in Review

Evergreen Capital Management reduced its United Rentals (URI) stake by 25% in Q2 2026, selling an estimated $196K and leaving 613 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #712.

Evergreen Capital Management first reported a position in URI in Q4 2019 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Evergreen Capital Management held 613 shares of United Rentals worth $694K as of Q2 2026.
Evergreen Capital Management sold 206 United Rentals shares in Q2 2026, an estimated $196K.
United Rentals made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #712 holding.
Evergreen Capital Management first reported a position in United Rentals in Q4 2019 and has held it in 14 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.