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Fidelis Capital Partners’s United Rentals URI Stock Holding History

Fidelis Capital 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 		$1.1M Buy
968
+11
+1% +$10.5K 0.06% 218
2026
Q1 		$697K Sell
957
-131
-12% -$110K 0.05% 271
2025
Q4 		$881K Sell
1,088
-69
-6% -$59.9K 0.06% 223
2025
Q3 		$1.1M Sell
1,157
-44
-4% -$39.2K 0.09% 181
2025
Q2 		$1.03M Buy
1,201
+76
+7% +$50.8K 0.09% 169
2025
Q1 		$713K Sell
1,125
-125
-10% -$85.9K 0.08% 198
2024
Q4 		$923K Buy
1,250
+632
+102% +$514K 0.09% 174
2024
Q3 		$516K Buy
618
+7
+1% +$5.04K 0.06% 234
2024
Q2 		$404K Buy
611
+14
+2% +$9.3K 0.06% 239
2024
Q1 		$431K Buy
597
+119
+25% +$76.4K 0.07% 228
2023
Q4 		$274K Buy
+478
New +$225K 0.06% 264

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Franklin Resources
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Geode Capital Management
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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

Fidelis Capital Partners's URI Position: Q2 2026 in Review

Fidelis Capital Partners increased its United Rentals (URI) stake by 1.1% in Q2 2026, buying an estimated $10.5K and bringing the position to 968 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #218.

Fidelis Capital Partners first reported a position in URI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q3 2025. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Fidelis Capital Partners held 968 shares of United Rentals worth $1.1M as of Q2 2026.
  • Fidelis Capital Partners bought 11 United Rentals shares in Q2 2026, an estimated $10.5K.
  • United Rentals made up 0.06% of Fidelis Capital Partners's portfolio in Q2 2026, its #218 holding.
  • Fidelis Capital Partners first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • Fidelis Capital Partners's United Rentals position peaked at $1.1M in Q3 2025.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.