Full Sail Capital’s United Rentals URI Stock Holding History

Full Sail Capital’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 Q3	$1.28M	Sell	1,343 -211	-14%	-$188K	0.07%	80
2025 Q2	$1.17M	Sell	1,554 -120	-7%	-$80.3K	0.07%	82
2025 Q1	$1.05M	Buy	1,674 +7	+0.4%	+$4.81K	0.07%	85
2024 Q4	$1.17M	Hold	1,667	–	–	0.07%	78
2024 Q3	$1.35M	Buy	1,667 +4	+0.2%	+$2.88K	0.09%	78
2024 Q2	$1.08M	Hold	1,663	–	–	0.07%	85
2024 Q1	$1.2M	Hold	1,663	–	–	0.08%	83
2023 Q4	$954K	Hold	1,663	–	–	0.07%	87
2023 Q3	$739K	Hold	1,663	–	–	0.06%	87
2023 Q2	$741K	Sell	1,663 -337	-17%	-$125K	0.06%	90
2023 Q1	$792K	Sell	2,000 -1	-0%	-$420	0.07%	86
2022 Q4	$711K	Buy	2,001 +1	+0.1%	+$329	0.07%	89
2022 Q3	$540K	Hold	2,000	–	–	0.06%	91
2022 Q2	$486K	Hold	2,000	–	–	0.05%	98
2022 Q1	$710K	Hold	2,000	–	–	0.06%	93
2021 Q4	$617K	Hold	2,000	–	–	0.05%	96
2021 Q3	$702K	Hold	2,000	–	–	0.06%	93
2021 Q2	$638K	Hold	2,000	–	–	0.06%	96
2021 Q1	$651K	Hold	2,000	–	–	0.06%	93
2020 Q4	$496K	Hold	2,000	–	–	0.05%	97
2020 Q3	$377K	Hold	2,000	–	–	0.05%	99
2020 Q2	$363K	Sell	2,000 -2,000	-50%	-$254K	0.05%	111
2020 Q1	$478K	Buy	+4,000	New	+$530K	0.09%	96

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Full Sail Capital's URI Position: Q3 2025 in Review

Full Sail Capital reduced its United Rentals (URI) stake by 14% in Q3 2025, selling an estimated $188K and leaving 1,343 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #80.

Full Sail Capital first reported a position in URI in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q3 2024. 1,450 funds tracked by Wall St. Rank hold URI as of Q3 2025.

Full Sail Capital held 1,343 shares of United Rentals worth $1.28M as of Q3 2025.
Full Sail Capital sold 211 United Rentals shares in Q3 2025, an estimated $188K.
United Rentals made up 0.07% of Full Sail Capital's portfolio in Q3 2025, its #80 holding.
Full Sail Capital first reported a position in United Rentals in Q1 2020 and has held it in 23 quarters since.
Full Sail Capital's United Rentals position peaked at $1.35M in Q3 2024.
1,450 funds tracked by Wall St. Rank held United Rentals as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.