Fountainhead AM’s United Rentals URI Stock Holding History

Fountainhead AM’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	$5.1K	Buy	+7	New	+$5.88K	﹤0.01%	196
2025 Q4	–	Sell	-368	Closed	-$351K	–	231
2025 Q3	$351K	Buy	368 +6	+2%	+$5.35K	0.05%	144
2025 Q2	$273K	Buy	362 +1	+0.3%	+$669	0.04%	167
2025 Q1	$226K	Sell	361 -49	-12%	-$33.7K	0.04%	164
2024 Q4	$289K	Hold	410	–	–	0.05%	124
2024 Q3	$332K	Buy	410 +1	+0.2%	+$719	0.07%	99
2024 Q2	$264K	Buy	409 +1	+0.2%	+$665	0.06%	105
2024 Q1	$294K	Sell	408 -17	-4%	-$10.9K	0.07%	97
2023 Q4	$244K	Buy	+425	New	+$200K	0.07%	99
2023 Q2	–	Sell	-512	Closed	-$203K	–	87
2023 Q1	$203K	Buy	+512	New	+$215K	0.08%	78

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

Fountainhead AM's URI Position: Q1 2026 in Review

Fountainhead AM opened a new position in United Rentals (URI) in Q1 2026: 7 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Fountainhead AM previously reported a position in URI as recently as Q3 2025.

Fountainhead AM first reported a position in URI in Q1 2023 and has held it in 10 quarters since. The position peaked at $351K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Fountainhead AM held 7 shares of United Rentals worth $5.1K as of Q1 2026.
United Rentals was a new Fountainhead AM position in Q1 2026.
United Rentals made up ﹤0.01% of Fountainhead AM's portfolio in Q1 2026, its #196 holding.
Fountainhead AM first reported a position in United Rentals in Q1 2023 and has held it in 10 quarters since.
Fountainhead AM's United Rentals position peaked at $351K in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.