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 Q1	–	Sell	-5,732	Closed	-$4.04M	–	355
2024 Q4	$4.04M	Sell	5,732 -2,180	-28%	-$1.77M	0.55%	62
2024 Q3	$6.41M	Buy	7,912 +1,495	+23%	+$1.08M	0.84%	43
2024 Q2	$4.15M	Buy	+6,417	New	+$4.26M	0.55%	62
2024 Q1	–	Sell	-9,610	Closed	-$5.51M	–	375
2023 Q4	$5.51M	Buy	+9,610	New	+$4.53M	0.81%	39

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

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. 1,530 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.
1,530 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.