Groesbeck Investment Management’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.1M Sell
3,621
-11
-0.3% -$10.5K 6.53% 3
2026
Q1
$2.65M Buy
3,632
+5
+0.1% +$4.2K 5.15% 3
2025
Q4
$2.94M Sell
3,627
-4
-0.1% -$3.47K 5.54% 3
2025
Q3
$3.47M Sell
3,631
-975
-21% -$869K 6.76% 2
2025
Q2
$3.47M Sell
4,606
-184
-4% -$123K 6.09% 2
2025
Q1
$3M Sell
4,790
-223
-4% -$153K 4.2% 3
2024
Q4
$3.53M Sell
5,013
-10
-0.2% -$8.13K 4.59% 2
2024
Q3
$4.07M Sell
5,023
-624
-11% -$449K 5.97% 2
2024
Q2
$3.65M Sell
5,647
-679
-11% -$451K 5.06% 3
2024
Q1
$4.56M Buy
6,326
+160
+3% +$103K 4.85% 1
2023
Q4
$3.54M Buy
6,166
+741
+14% +$350K 4.89% 2
2023
Q3
$2.41M Buy
5,425
+115
+2% +$52.6K 3.65% 4
2023
Q2
$2.37M Hold
5,310
3.6% 6
2023
Q1
$2.1M Buy
5,310
+1,020
+24% +$428K 3.15% 8
2022
Q4
$1.52M Sell
4,290
-80
-2% -$26.3K 2.55% 11
2022
Q3
$1.06M Hold
4,370
1.75% 15
2022
Q2
$1.06M Hold
4,370
1.75% 15
2022
Q1
$1.55M Hold
4,370
1.74% 13
2021
Q4
$1.45M Sell
4,370
-100
-2% -$35.7K 1.84% 17
2021
Q3
$1.57M Sell
4,470
-15
-0.3% -$5.04K 1.81% 14
2021
Q2
$1.43M Hold
4,485
1.82% 13
2021
Q1
$1.48M Buy
4,485
+425
+10% +$120K 2.13% 12
2020
Q4
$942K Hold
4,060
1.54% 22
2020
Q3
$708K Hold
4,060
1.33% 25
2020
Q2
$605K Hold
4,060
1.2% 33
2020
Q1
$418K Buy
4,060
+300
+8% +$39.8K 1.12% 39
2019
Q4
$627K Sell
3,760
-100
-3% -$14.5K 0.46% 64
2019
Q3
$481K Buy
3,860
+35
+0.9% +$4.24K 0.36% 75
2019
Q2
$507K Sell
3,825
-25
-0.6% -$3.17K 0.41% 68
2019
Q1
$440K Buy
3,850
+700
+22% +$86.4K 0.34% 71
2018
Q4
$323K Hold
3,150
0.28% 71
2018
Q3
$515K Sell
3,150
-25
-0.8% -$3.89K 0.35% 66
2018
Q2
$469K Hold
3,175
0.33% 68
2018
Q1
$548K Sell
3,175
-200
-6% -$35.5K 0.4% 59
2017
Q4
$580K Sell
3,375
-210
-6% -$32K 0.41% 58
2017
Q3
$497K Hold
3,585
0.36% 62
2017
Q2
$404K Sell
3,585
-600
-14% -$67K 0.3% 68
2017
Q1
$523K Hold
4,185
0.39% 61
2016
Q4
$442K Sell
4,185
-845
-17% -$76.9K 0.35% 66
2016
Q3
$395K Buy
5,030
+545
+12% +$41.8K 0.29% 80
2016
Q2
$301K Hold
4,485
0.22% 69
2016
Q1
$279K Sell
4,485
-30,000
-87% -$1.67M 0.2% 70
2015
Q4
$2.5M Buy
34,485
+11,889
+53% +$859K 1.59% 21
2015
Q3
$1.36M Hold
22,596
0.86% 46
2015
Q2
$1.98M Buy
22,596
+9,140
+68% +$875K 0.95% 41
2015
Q1
$1.23M Buy
13,456
+10,986
+445% +$988K 0.59% 55
2014
Q4
$252K Buy
+2,470
New +$265K 0.12% 83

Other funds holding URI

Groesbeck Investment Management's URI Position: Q2 2026 in Review

Groesbeck Investment Management reduced its United Rentals (URI) stake by 0.3% in Q2 2026, selling an estimated $10.5K and leaving 3,621 shares worth $4.1M. The position accounts for 6.53% of the portfolio, ranked #3.

Groesbeck Investment Management first reported a position in URI in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.56M in Q1 2024. 407 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Groesbeck Investment Management held 3,621 shares of United Rentals worth $4.1M as of Q2 2026.
  • Groesbeck Investment Management sold 11 United Rentals shares in Q2 2026, an estimated $10.5K.
  • United Rentals made up 6.53% of Groesbeck Investment Management's portfolio in Q2 2026, its #3 holding.
  • Groesbeck Investment Management first reported a position in United Rentals in Q4 2014 and has held it in 47 quarters since.
  • Groesbeck Investment Management's United Rentals position peaked at $4.56M in Q1 2024.
  • 407 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.