FC
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Financial Consulate’s United Rentals URI Stock Holding History

Financial Consulate’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 		$463K Buy
636
+2
+0.3% +$1.68K 0.06% 84
2025
Q4 		$513K Buy
634
+130
+26% +$113K 0.07% 82
2025
Q3 		$481K Buy
+504
New +$449K 0.07% 96

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Consulate's URI Position: Q1 2026 in Review

Financial Consulate increased its United Rentals (URI) stake by 0.32% in Q1 2026, buying an estimated $1.68K and bringing the position to 636 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #84.

Financial Consulate first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $513K in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Financial Consulate held 636 shares of United Rentals worth $463K as of Q1 2026.
  • Financial Consulate bought 2 United Rentals shares in Q1 2026, an estimated $1.68K.
  • United Rentals made up 0.06% of Financial Consulate's portfolio in Q1 2026, its #84 holding.
  • Financial Consulate first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's United Rentals position peaked at $513K in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.