HCM
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Harvey Capital Management’s United Rentals URI Stock Holding History

Harvey Capital 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 		$10.1M Buy
13,806
+10
+0.1% +$8.4K 2.29% 8
2025
Q4 		$11.2M Sell
13,796
-2
-0% -$1.74K 2.38% 9
2025
Q3 		$13.2M Sell
13,798
-2,276
-14% -$2.03M 2.81% 7
2025
Q2 		$12.4M Sell
16,074
-60
-0.4% -$40.1K 2.91% 6
2025
Q1 		$10.1M Sell
16,134
-469
-3% -$322K 2.65% 7
2024
Q4 		$11.7M Sell
16,603
-410
-2% -$333K 2.75% 6
2024
Q3 		$13.8M Sell
17,013
-117
-0.7% -$84.2K 3.44% 6
2024
Q2 		$11.1M Buy
17,130
+1,202
+8% +$799K 2.91% 7
2024
Q1 		$11.5M Sell
15,928
-6,307
-28% -$4.05M 3.36% 7
2023
Q4 		$12.7M Sell
22,235
-1,404
-6% -$662K 4.23% 6
2023
Q3 		$10.5M Sell
23,639
-625
-3% -$286K 3.7% 8
2023
Q2 		$10.8M Buy
24,264
+177
+0.7% +$65.6K 3.97% 6
2023
Q1 		$9.53M Sell
24,087
-2,315
-9% -$972K 3.76% 8
2022
Q4 		$9.38M Buy
26,402
+588
+2% +$193K 3.93% 5
2022
Q3 		$6.97M Sell
25,814
-160
-0.6% -$46.6K 3.02% 8
2022
Q2 		$6.31M Buy
25,974
+4,483
+21% +$1.32M 2.46% 11
2022
Q1 		$7.63M Buy
21,491
+11,864
+123% +$3.87M 2.36% 14
2021
Q4 		$3.2M Buy
9,627
+8,345
+651% +$2.98M 0.99% 36
2021
Q3 		$449K Sell
1,282
-6,093
-83% -$2.05M 0.15% 64
2021
Q2 		$2.35M Buy
+7,375
New +$2.38M 0.78% 40

Other funds holding URI

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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

Harvey Capital Management's URI Position: Q1 2026 in Review

Harvey Capital Management increased its United Rentals (URI) stake by 0.07% in Q1 2026, buying an estimated $8.4K and bringing the position to 13,806 shares worth $10.1M. The position accounts for 2.29% of the portfolio, ranked #8.

Harvey Capital Management first reported a position in URI in Q2 2021 and has held it in 20 quarters since. The position peaked at $13.8M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Harvey Capital Management held 13,806 shares of United Rentals worth $10.1M as of Q1 2026.
  • Harvey Capital Management bought 10 United Rentals shares in Q1 2026, an estimated $8.4K.
  • United Rentals made up 2.29% of Harvey Capital Management's portfolio in Q1 2026, its #8 holding.
  • Harvey Capital Management first reported a position in United Rentals in Q2 2021 and has held it in 20 quarters since.
  • Harvey Capital Management's United Rentals position peaked at $13.8M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Harvey Capital Management's 13F filing for Q1 2026, filed 11 May 2026.