Freestone Grove Partners’s United Rentals URI Stock Holding History

Freestone Grove 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
2025 Q4	–	Sell	-62,104	Closed	-$59.3M	–	956
2025 Q3	$59.3M	Sell	62,104 -12,146	-16%	-$10.8M	0.44%	67
2025 Q2	$55.9M	Buy	+74,250	New	+$49.7M	0.42%	77
2025 Q1	–	Sell	-45,829	Closed	-$32.3M	–	800
2024 Q4	$32.3M	Buy	+45,829	New	+$37.3M	0.4%	86

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freestone Grove Partners's URI Position: Q4 2025 in Review

Freestone Grove Partners sold out of United Rentals (URI) in Q4 2025, closing a stake of 62,104 shares — an estimated $59.3M sold.

Freestone Grove Partners first reported a position in URI in Q4 2024 and held it in 3 quarters. The position peaked at $59.3M in Q3 2025. 1,529 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Freestone Grove Partners reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Freestone Grove Partners sold 62,104 United Rentals shares in Q4 2025, an estimated $59.3M.
Freestone Grove Partners first reported a position in United Rentals in Q4 2024 and held it in 3 quarters.
Freestone Grove Partners's United Rentals position peaked at $59.3M in Q3 2025.
1,529 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.