Isthmus Partners’s United Rentals URI Stock Holding History

Isthmus Partners’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 Q2	$478K	Hold	422	–	–	0.05%	162
2026 Q1	$307K	Hold	422	–	–	0.03%	183
2025 Q4	$342K	Hold	422	–	–	0.04%	165
2025 Q3	$403K	Buy	422 +2	+0.5%	+$1.78K	0.09%	87
2025 Q2	$316K	Hold	420	–	–	0.04%	181
2025 Q1	$263K	Sell	420 -6	-1%	-$4.13K	0.03%	190
2024 Q4	$300K	Buy	426 +6	+1%	+$4.88K	0.04%	183
2024 Q3	$340K	Hold	420	–	–	0.04%	167
2024 Q2	$272K	Hold	420	–	–	0.03%	174
2024 Q1	$303K	Hold	420	–	–	0.03%	170
2023 Q4	$241K	Buy	+420	New	+$198K	0.03%	186
2021 Q3	–	Sell	-420	Closed	-$134K	–	250
2021 Q2	$134K	Buy	+420	New	+$136K	0.02%	159
2019 Q2	–	Sell	-21,312	Closed	-$1.2M	–	205
2019 Q1	$1.2M	Buy	+21,312	New	+$2.63M	0.29%	66
2018 Q4	–	Sell	-350	Closed	-$57K	–	271
2018 Q3	$57K	Hold	350	–	–	0.01%	168
2018 Q2	$52K	Hold	350	–	–	0.01%	175
2018 Q1	$60K	Hold	350	–	–	0.02%	167
2017 Q4	$60K	Hold	350	–	–	0.02%	164
2017 Q3	$49K	Sell	350 -50	-13%	-$5.97K	0.01%	178
2017 Q2	$45K	Hold	400	–	–	0.01%	182
2017 Q1	$50K	Hold	400	–	–	0.01%	181
2016 Q4	$42K	Hold	400	–	–	0.01%	191
2016 Q3	$32K	Buy	+400	New	+$30.7K	0.01%	192

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Isthmus Partners's URI Position: Q2 2026 in Review

Isthmus Partners held its United Rentals (URI) position steady in Q2 2026 at 422 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #162.

Isthmus Partners first reported a position in URI in Q3 2016 and has held it in 22 quarters since. The position peaked at $1.2M in Q1 2019. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Isthmus Partners held 422 shares of United Rentals worth $478K as of Q2 2026.
Isthmus Partners left its United Rentals share count unchanged in Q2 2026.
United Rentals made up 0.05% of Isthmus Partners's portfolio in Q2 2026, its #162 holding.
Isthmus Partners first reported a position in United Rentals in Q3 2016 and has held it in 22 quarters since.
Isthmus Partners's United Rentals position peaked at $1.2M in Q1 2019.
1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.