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Graybill Wealth Management’s United Rentals URI Stock Holding History

Graybill Wealth 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 		$5.98M Buy
8,214
+777
+10% +$653K 1.82% 22
2025
Q4 		$6.02M Buy
7,437
+210
+3% +$182K 1.78% 23
2025
Q3 		$6.9M Sell
7,227
-230
-3% -$205K 2.12% 19
2025
Q2 		$5.62M Buy
7,457
+254
+4% +$170K 1.83% 25
2025
Q1 		$4.51M Buy
+7,203
New +$4.95M 1.55% 29
2024
Q3 		$6.84M Sell
8,441
-243
-3% -$175K 2.53% 17
2024
Q2 		$5.62M Buy
8,684
+2
+0% +$1.33K 2.28% 20
2024
Q1 		$6.26M Sell
8,682
-229
-3% -$147K 2.64% 12
2023
Q4 		$5.11M Sell
8,911
-576
-6% -$272K 2.26% 18
2023
Q3 		$4.22M Buy
9,487
+58
+0.6% +$26.5K 2.06% 22
2023
Q2 		$4.2M Buy
9,429
+104
+1% +$38.5K 1.99% 23
2023
Q1 		$3.69M Sell
9,325
-185
-2% -$77.7K 1.88% 28
2022
Q4 		$3.38M Buy
9,510
+23
+0.2% +$7.56K 1.83% 29
2022
Q3 		$2.56M Sell
9,487
-108
-1% -$31.4K 1.52% 34
2022
Q2 		$2.33M Sell
9,595
-119
-1% -$35K 1.29% 40
2022
Q1 		$3.45M Sell
9,714
-33
-0.3% -$10.8K 1.68% 35
2021
Q4 		$3.24M Buy
9,747
+223
+2% +$79.5K 1.47% 37
2021
Q3 		$3.34M Sell
9,524
-262
-3% -$87.9K 1.65% 32
2021
Q2 		$3.12M Sell
9,786
-3,800
-28% -$1.23M 1.54% 35
2021
Q1 		$4.47M Sell
13,586
-3,914
-22% -$1.11M 2.37% 17
2020
Q4 		$4.06M Sell
17,500
-162
-0.9% -$34.2K 2.29% 18
2020
Q3 		$3.08M Sell
17,662
-93
-0.5% -$15.6K 2.01% 28
2020
Q2 		$2.65M Sell
17,755
-14,747
-45% -$1.87M 1.95% 29
2020
Q1 		$3.34M Sell
32,502
-582
-2% -$77.2K 2.96% 11
2019
Q4 		$5.52M Sell
33,084
-122
-0.4% -$17.7K 3.44% 4
2019
Q3 		$4.14M Buy
33,206
+97
+0.3% +$11.8K 2.8% 11
2019
Q2 		$4.39M Buy
33,109
+110
+0.3% +$14K 3.01% 9
2019
Q1 		$3.77M Buy
32,999
+525
+2% +$64.8K 2.63% 16
2018
Q4 		$3.33M Buy
32,474
+13,874
+75% +$1.67M 2.78% 15
2018
Q3 		$3.04M Buy
18,600
+693
+4% +$108K 2.21% 23
2018
Q2 		$2.64M Buy
17,907
+242
+1% +$39.5K 2.03% 27
2018
Q1 		$3.05M Sell
17,665
-165
-0.9% -$29.3K 2.32% 23
2017
Q4 		$3.06M Sell
17,830
-257
-1% -$39.1K 2.21% 24
2017
Q3 		$2.51M Buy
18,087
+125
+0.7% +$14.9K 1.86% 33
2017
Q2 		$2.02M Buy
17,962
+279
+2% +$31.1K 1.6% 36
2017
Q1 		$2.21M Sell
17,683
-22,232
-56% -$2.7M 1.75% 35
2016
Q4 		$4.21M Buy
39,915
+1,090
+3% +$99.2K 3.59% 2
2016
Q3 		$3.05M Sell
38,825
-555
-1% -$42.5K 2.83% 11
2016
Q2 		$2.64M Sell
39,380
-19,785
-33% -$1.29M 2.44% 21
2016
Q1 		$3.68M Buy
59,165
+17,050
+40% +$948K 3.32% 6
2015
Q4 		$3.06M Sell
42,115
-1,340
-3% -$96.8K 2.64% 13
2015
Q3 		$2.61M Buy
43,455
+17,045
+65% +$1.18M 2.14% 21
2015
Q2 		$2.31M Buy
26,410
+240
+0.9% +$23K 1.71% 35
2015
Q1 		$2.39M Buy
26,170
+445
+2% +$40K 1.79% 34
2014
Q4 		$2.62M Buy
25,725
+280
+1% +$30K 1.99% 28
2014
Q3 		$2.83M Sell
25,445
-16,600
-39% -$1.87M 2.17% 18
2014
Q2 		$4.4M Buy
42,045
+50
+0.1% +$4.89K 3.41% 2
2014
Q1 		$3.99M Sell
41,995
-260
-0.6% -$22K 3.28% 4
2013
Q4 		$3.29M Buy
42,255
+760
+2% +$50.9K 2.88% 6
2013
Q3 		$2.42M Buy
+41,495
New +$2.3M 2.06% 18

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

Graybill Wealth Management's URI Position: Q1 2026 in Review

Graybill Wealth Management increased its United Rentals (URI) stake by 10% in Q1 2026, buying an estimated $653K and bringing the position to 8,214 shares worth $5.98M. The position accounts for 1.82% of the portfolio, ranked #22.

Graybill Wealth Management first reported a position in URI in Q3 2013 and has held it in 50 quarters since. The position peaked at $6.9M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Graybill Wealth Management held 8,214 shares of United Rentals worth $5.98M as of Q1 2026.
  • Graybill Wealth Management bought 777 United Rentals shares in Q1 2026, an estimated $653K.
  • United Rentals made up 1.82% of Graybill Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Graybill Wealth Management first reported a position in United Rentals in Q3 2013 and has held it in 50 quarters since.
  • Graybill Wealth Management's United Rentals position peaked at $6.9M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Graybill Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.