Kerusso Capital Management’s United Rentals URI Stock Holding History

Kerusso 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	$3.96M	Sell	5,440 -387	-7%	-$325K	1.98%	19
2025 Q4	$4.72M	Sell	5,827 -367	-6%	-$319K	2.18%	11
2025 Q3	$5.91M	Sell	6,194 -393	-6%	-$350K	3.63%	1
2025 Q2	$4.96M	Buy	6,587 +4	+0.1%	+$2.67K	3.07%	5
2025 Q1	$4.13M	Buy	6,583 +165	+3%	+$113K	2.62%	6
2024 Q4	$4.52M	Buy	6,418 +14	+0.2%	+$11.4K	2.89%	7
2024 Q3	$5.19M	Buy	6,404 +382	+6%	+$275K	3.29%	2
2024 Q2	$3.89M	Buy	+6,022	New	+$4M	2.83%	6

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

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

Kerusso Capital Management reduced its United Rentals (URI) stake by 6.6% in Q1 2026, selling an estimated $325K and leaving 5,440 shares worth $3.96M. The position accounts for 1.98% of the portfolio, ranked #19.

Kerusso Capital Management first reported a position in URI in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.91M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Kerusso Capital Management held 5,440 shares of United Rentals worth $3.96M as of Q1 2026.
Kerusso Capital Management sold 387 United Rentals shares in Q1 2026, an estimated $325K.
United Rentals made up 1.98% of Kerusso Capital Management's portfolio in Q1 2026, its #19 holding.
Kerusso Capital Management first reported a position in United Rentals in Q2 2024 and has held it in 8 quarters since.
Kerusso Capital Management's United Rentals position peaked at $5.91M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

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