Jacobi Capital 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
Q1
$1.64M Buy
2,251
+94
+4% +$79K 0.09% 214
2025
Q4
$1.75M Buy
2,157
+23
+1% +$20K 0.1% 190
2025
Q3
$2.04M Buy
2,134
+44
+2% +$39.2K 0.12% 161
2025
Q2
$1.57M Sell
2,090
-58
-3% -$38.8K 0.1% 193
2025
Q1
$1.35M Buy
2,148
+235
+12% +$162K 0.1% 208
2024
Q4
$1.35M Buy
1,913
+33
+2% +$26.8K 0.1% 196
2024
Q3
$1.52M Sell
1,880
-335
-15% -$241K 0.12% 173
2024
Q2
$1.43M Buy
2,215
+179
+9% +$119K 0.12% 155
2024
Q1
$1.47M Buy
2,036
+4
+0.2% +$2.57K 0.14% 143
2023
Q4
$1.17M Sell
2,032
-28
-1% -$13.2K 0.12% 166
2023
Q3
$916K Sell
2,060
-122
-6% -$55.8K 0.1% 187
2023
Q2
$972K Buy
2,182
+697
+47% +$258K 0.11% 182
2023
Q1
$588K Sell
1,485
-89
-6% -$37.4K 0.07% 246
2022
Q4
$559K Buy
1,574
+804
+104% +$264K 0.07% 243
2022
Q3
$208K Buy
+770
New +$224K 0.03% 389
2021
Q4
Sell
-278
Closed -$98K 1270
2021
Q3
$98K Buy
278
+150
+117% +$50.4K 0.01% 521
2021
Q2
$41K Hold
128
0.01% 675
2021
Q1
$42K Hold
128
0.01% 616
2020
Q4
$30K Hold
128
﹤0.01% 645
2020
Q3
$22K Sell
128
-40
-24% -$6.72K ﹤0.01% 654
2020
Q2
$25K Hold
168
﹤0.01% 601
2020
Q1
$17K Sell
168
-10
-6% -$1.33K ﹤0.01% 615
2019
Q4
$30K Hold
178
0.01% 551
2019
Q3
$22K Buy
178
+50
+39% +$6.06K ﹤0.01% 597
2019
Q2
$17K Buy
128
+84
+191% +$10.7K ﹤0.01% 658
2019
Q1
$5K Hold
44
﹤0.01% 800
2018
Q4
$5K Hold
44
﹤0.01% 767
2018
Q3
$7K Hold
44
﹤0.01% 749
2018
Q2
$6K Hold
44
﹤0.01% 802
2018
Q1
$7K Hold
44
﹤0.01% 754
2017
Q4
$8K Hold
44
﹤0.01% 710
2017
Q3
$6K Hold
44
﹤0.01% 734
2017
Q2
$5K Hold
44
﹤0.01% 685
2017
Q1
$5K Buy
+44
New +$5.35K ﹤0.01% 561
2016
Q4
Sell
-44
Closed -$3K 706
2016
Q3
$3K Hold
44
﹤0.01% 619
2016
Q2
$3K Buy
+44
New +$2.87K ﹤0.01% 609

Other funds holding URI

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

Jacobi Capital Management increased its United Rentals (URI) stake by 4.4% in Q1 2026, buying an estimated $79K and bringing the position to 2,251 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #214.

Jacobi Capital Management first reported a position in URI in Q2 2016 and has held it in 36 quarters since. The position peaked at $2.04M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Jacobi Capital Management held 2,251 shares of United Rentals worth $1.64M as of Q1 2026.
  • Jacobi Capital Management bought 94 United Rentals shares in Q1 2026, an estimated $79K.
  • United Rentals made up 0.09% of Jacobi Capital Management's portfolio in Q1 2026, its #214 holding.
  • Jacobi Capital Management first reported a position in United Rentals in Q2 2016 and has held it in 36 quarters since.
  • Jacobi Capital Management's United Rentals position peaked at $2.04M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.