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
VNIM
ACM
AP
CCMIC
AAMU
GI
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.