Geode Capital Management
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Geode Capital Management’s United Rentals URI Stock Holding History

Geode 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
2026
Q1 		$1.21B Buy
1,668,985
+31,025
+2% +$26.1M 0.08% 229
2025
Q4 		$1.32B Sell
1,637,960
-8,018
-0.5% -$6.96M 0.08% 204
2025
Q3 		$1.56B Buy
1,645,978
+4,165
+0.3% +$3.71M 0.1% 167
2025
Q2 		$1.23B Buy
1,641,813
+2,004
+0.1% +$1.34M 0.09% 196
2025
Q1 		$1.02B Buy
1,639,809
+52,606
+3% +$36.2M 0.08% 227
2024
Q4 		$1.12B Buy
1,587,203
+20,401
+1% +$16.6M 0.09% 196
2024
Q3 		$1.26B Buy
1,566,802
+9,256
+0.6% +$6.66M 0.1% 168
2024
Q2 		$1B Buy
1,557,546
+22,820
+1% +$15.2M 0.09% 197
2024
Q1 		$1.1B Buy
1,534,726
+38,479
+3% +$24.7M 0.1% 182
2023
Q4 		$856M Buy
1,496,247
+21,872
+1% +$10.3M 0.09% 207
2023
Q3 		$654M Buy
1,474,375
+8,573
+0.6% +$3.92M 0.08% 246
2023
Q2 		$651M Buy
1,465,802
+23,805
+2% +$8.82M 0.08% 251
2023
Q1 		$569M Buy
1,441,997
+39,917
+3% +$16.8M 0.07% 267
2022
Q4 		$497M Buy
1,402,080
+22,189
+2% +$7.29M 0.07% 284
2022
Q3 		$372M Buy
1,379,891
+1,356
+0.1% +$395K 0.06% 332
2022
Q2 		$334M Buy
1,378,535
+3,925
+0.3% +$1.15M 0.05% 362
2022
Q1 		$487M Buy
1,374,610
+53,891
+4% +$17.6M 0.06% 308
2021
Q4 		$438M Sell
1,320,719
-10,675
-0.8% -$3.81M 0.05% 343
2021
Q3 		$466M Buy
1,331,394
+32,210
+2% +$10.8M 0.06% 305
2021
Q2 		$413M Buy
1,299,184
+41,863
+3% +$13.5M 0.06% 326
2021
Q1 		$413M Buy
1,257,321
+40,053
+3% +$11.3M 0.06% 304
2020
Q4 		$282M Buy
1,217,268
+25,313
+2% +$5.35M 0.05% 369
2020
Q3 		$208M Sell
1,191,955
-8,734
-0.7% -$1.47M 0.04% 395
2020
Q2 		$179M Sell
1,200,689
-33,392
-3% -$4.24M 0.04% 408
2020
Q1 		$127M Buy
1,234,081
+45,164
+4% +$5.99M 0.03% 436
2019
Q4 		$198M Buy
1,188,917
+26,480
+2% +$3.85M 0.04% 414
2019
Q3 		$145M Buy
1,162,437
+17,349
+2% +$2.1M 0.03% 464
2019
Q2 		$152M Buy
1,145,088
+29,595
+3% +$3.76M 0.04% 455
2019
Q1 		$127M Buy
1,115,493
+51,696
+5% +$6.38M 0.03% 484
2018
Q4 		$109M Buy
1,063,797
+63,099
+6% +$7.6M 0.03% 472
2018
Q3 		$163M Buy
1,000,698
+51,478
+5% +$8.01M 0.05% 394
2018
Q2 		$140M Sell
949,220
-42,747
-4% -$6.98M 0.04% 416
2018
Q1 		$171M Buy
991,967
+69,888
+8% +$12.4M 0.06% 338
2017
Q4 		$158M Buy
922,079
+32,235
+4% +$4.91M 0.05% 346
2017
Q3 		$123M Sell
889,844
-106,204
-11% -$12.7M 0.05% 394
2017
Q2 		$112M Buy
996,048
+32,952
+3% +$3.68M 0.04% 403
2017
Q1 		$120M Buy
963,096
+140,830
+17% +$17.1M 0.05% 373
2016
Q4 		$86.7M Buy
822,266
+86,528
+12% +$7.87M 0.04% 423
2016
Q3 		$57.7M Buy
735,738
+10,114
+1% +$775K 0.03% 522
2016
Q2 		$48.6M Sell
725,624
-18,274
-2% -$1.19M 0.03% 548
2016
Q1 		$46.2K Buy
743,898
+17,749
+2% +$987K 0.02% 562
2015
Q4 		$52.6M Sell
726,149
-19,377
-3% -$1.4M 0.03% 505
2015
Q3 		$44.7M Buy
745,526
+4,873
+0.7% +$338K 0.03% 532
2015
Q2 		$64.8M Buy
740,653
+803
+0.1% +$76.9K 0.04% 449
2015
Q1 		$67.3M Buy
739,850
+9,521
+1% +$856K 0.04% 431
2014
Q4 		$74.4M Buy
730,329
+57,635
+9% +$6.18M 0.04% 395
2014
Q3 		$74.6M Buy
672,694
+210,843
+46% +$23.7M 0.05% 373
2014
Q2 		$48.4M Buy
461,851
+21,348
+5% +$2.09M 0.03% 486
2014
Q1 		$41.8M Buy
440,503
+15,854
+4% +$1.34M 0.03% 521
2013
Q4 		$33.1M Buy
424,649
+27,463
+7% +$1.84M 0.02% 575
2013
Q3 		$23.2M Buy
397,186
+23,689
+6% +$1.31M 0.02% 633
2013
Q2 		$18.6M Buy
+373,497
New +$19.9M 0.02% 661

Other funds holding URI

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VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management's URI Position: Q1 2026 in Review

Geode Capital Management increased its United Rentals (URI) stake by 1.9% in Q1 2026, buying an estimated $26.1M and bringing the position to 1,668,985 shares worth $1.21B. The position accounts for 0.08% of the portfolio, ranked #229.

Geode Capital Management first reported a position in URI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.56B in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Geode Capital Management held 1,668,985 shares of United Rentals worth $1.21B as of Q1 2026.
  • Geode Capital Management bought 31,025 United Rentals shares in Q1 2026, an estimated $26.1M.
  • United Rentals made up 0.08% of Geode Capital Management's portfolio in Q1 2026, its #229 holding.
  • Geode Capital Management first reported a position in United Rentals in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's United Rentals position peaked at $1.56B in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.