Groupama Asset Management’s United Rentals URI Stock Holding History

Groupama Asset 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	$61.2M	Sell	83,979 -463	-0.5%	-$389K	0.89%	34
2025 Q4	$68.3M	Buy	84,442 +6,830	+9%	+$5.93M	1%	25
2025 Q3	$74.1M	Sell	77,612 -1,672	-2%	-$1.49M	1.09%	21
2025 Q2	$59.7M	Buy	79,284 +10,303	+15%	+$6.89M	0.99%	26
2025 Q1	$43.3M	Buy	68,981 +8,395	+14%	+$5.77M	0.87%	32
2024 Q4	$42.8M	Buy	60,586 +12,219	+25%	+$9.93M	0.87%	31
2024 Q3	$31.4M	Buy	48,367 +4,105	+9%	+$2.95M	0.82%	30
2024 Q2	$28.6M	Sell	44,262 -3,378	-7%	-$2.25M	0.39%	49
2024 Q1	$34.9M	Sell	47,640 -2,669	-5%	-$1.71M	0.64%	40
2023 Q4	$28.9M	Buy	+50,309	New	+$23.7M	0.75%	29

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Groupama Asset Management's URI Position: Q1 2026 in Review

Groupama Asset Management reduced its United Rentals (URI) stake by 0.55% in Q1 2026, selling an estimated $389K and leaving 83,979 shares worth $61.2M. The position accounts for 0.89% of the portfolio, ranked #34.

Groupama Asset Management first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $74.1M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Groupama Asset Management held 83,979 shares of United Rentals worth $61.2M as of Q1 2026.
Groupama Asset Management sold 463 United Rentals shares in Q1 2026, an estimated $389K.
United Rentals made up 0.89% of Groupama Asset Management's portfolio in Q1 2026, its #34 holding.
Groupama Asset Management first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
Groupama Asset Management's United Rentals position peaked at $74.1M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Groupama Asset Management's 13F filing for Q1 2026, filed 22 May 2026.