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Jacobsen Capital Management’s United Rentals URI Stock Holding History

Jacobsen 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
Q2 		$247K Buy
+218
New +$207K 0.07% 106
2025
Q4 		– Sell
-210
Closed -$200K – 126
2025
Q3 		$200K Buy
+210
New +$187K 0.07% 121

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Jacobsen Capital Management's URI Position: Q2 2026 in Review

Jacobsen Capital Management opened a new position in United Rentals (URI) in Q2 2026: 218 shares worth $247K. The stake represents 0.07% of the portfolio and ranks #106 among its holdings. This is a return to the name: Jacobsen Capital Management previously reported a position in URI as recently as Q3 2025.

Jacobsen Capital Management first reported a position in URI in Q3 2025 and has held it in 2 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Jacobsen Capital Management held 218 shares of United Rentals worth $247K as of Q2 2026.
  • United Rentals was a new Jacobsen Capital Management position in Q2 2026.
  • United Rentals made up 0.07% of Jacobsen Capital Management's portfolio in Q2 2026, its #106 holding.
  • Jacobsen Capital Management first reported a position in United Rentals in Q3 2025 and has held it in 2 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.