Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s United Rentals URI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$6.8M Buy
9,334
+4,708
+102% +$3.95M 0.02% 285
2025
Q4 		$3.74M Buy
4,626
+3,801
+461% +$3.3M 0.01% 351
2025
Q3 		$788K Buy
825
+25
+3% +$22.3K ﹤0.01% 499
2025
Q2 		$603K Sell
800
-5,789
-88% -$3.87M ﹤0.01% 528
2025
Q1 		$4.13M Buy
6,589
+5,022
+320% +$3.45M 0.01% 323
2024
Q4 		$1.1M Hold
1,567
– – ﹤0.01% 450
2024
Q3 		$1.27M Buy
+1,567
New +$1.13M ﹤0.01% 404
2024
Q1 		– Sell
-10,592
Closed -$6.07M – 554
2023
Q4 		$6.07M Sell
10,592
-544
-5% -$257K 0.03% 283
2023
Q3 		$4.95M Buy
11,136
+869
+8% +$398K 0.02% 322
2023
Q2 		$4.57M Buy
+10,267
New +$3.8M 0.02% 341
2023
Q1 		– Sell
-10,300
Closed -$3.66M – 767
2022
Q4 		$3.66M Buy
10,300
+7,200
+232% +$2.37M 0.02% 379
2022
Q3 		$837K Buy
3,100
+600
+24% +$175K ﹤0.01% 521
2022
Q2 		$607K Buy
+2,500
New +$736K ﹤0.01% 586
2021
Q3 		– Sell
-47,900
Closed -$15.3M – 771
2021
Q2 		$15.3M Buy
47,900
+1,300
+3% +$420K 0.08% 194
2021
Q1 		$15.3M Buy
46,600
+6,000
+15% +$1.7M 0.08% 184
2020
Q4 		$9.42M Buy
+40,600
New +$8.58M 0.06% 205
2014
Q2 		– Sell
-5,100
Closed -$484K – 556
2014
Q1 		$484K Sell
5,100
-5,800
-53% -$492K ﹤0.01% 510
2013
Q4 		$850K Sell
10,900
-2,700
-20% -$181K ﹤0.01% 474
2013
Q3 		$793K Buy
13,600
+4,900
+56% +$272K ﹤0.01% 482
2013
Q2 		$434K Buy
+8,700
New +$463K ﹤0.01% 553

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s URI Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its United Rentals (URI) stake by 102% in Q1 2026, buying an estimated $3.95M and bringing the position to 9,334 shares worth $6.8M. The position accounts for 0.02% of the portfolio, ranked #285.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in URI in Q2 2013 and has held it in 20 quarters since. The position peaked at $15.3M in Q1 2021. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 9,334 shares of United Rentals worth $6.8M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 4,708 United Rentals shares in Q1 2026, an estimated $3.95M.
  • United Rentals made up 0.02% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #285 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in United Rentals in Q2 2013 and has held it in 20 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s United Rentals position peaked at $15.3M in Q1 2021.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.