Genus Capital Management’s United Rentals URI Stock Holding History

Genus Capital Management’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	-595	Closed	-$568K	–	230
2025 Q3	$568K	Sell	595 -3,180	-84%	-$2.83M	0.07%	153
2025 Q2	$2.84M	Buy	3,775 +2,790	+283%	+$1.87M	0.36%	86
2025 Q1	$617K	Buy	+985	New	+$677K	0.09%	135
2024 Q2	–	Sell	-10,077	Closed	-$6.7M	–	377
2024 Q1	$7.27M	Buy	+10,077	New	+$6.47M	0.94%	30
2023 Q4	–	Sell	-6,320	Closed	-$2.98M	–	353
2023 Q3	$2.81M	Buy	6,320 +3,700	+141%	+$1.69M	0.44%	72
2023 Q2	$1.17M	Buy	+2,620	New	+$971K	0.17%	130

Other funds holding URI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Genus Capital Management's URI Position: Q4 2025 in Review

Genus Capital Management sold out of United Rentals (URI) in Q4 2025, closing a stake of 595 shares — an estimated $568K sold.

Genus Capital Management first reported a position in URI in Q2 2023 and held it in 6 quarters. The position peaked at $7.27M in Q1 2024. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Genus Capital Management reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Genus Capital Management sold 595 United Rentals shares in Q4 2025, an estimated $568K.
Genus Capital Management first reported a position in United Rentals in Q2 2023 and held it in 6 quarters.
Genus Capital Management's United Rentals position peaked at $7.27M in Q1 2024.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Genus Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.