Klingman & Associates’s United Rentals URI Stock Holding History

Klingman & Associates’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	$503K	Sell	691 -23	-3%	-$19.3K	0.02%	193
2025 Q4	$578K	Buy	714 +46	+7%	+$39.9K	0.03%	175
2025 Q3	$638K	Buy	668 +14	+2%	+$12.5K	0.03%	161
2025 Q2	$493K	Sell	654 -5	-0.8%	-$3.34K	0.03%	178
2025 Q1	$413K	Sell	659 -10	-1%	-$6.87K	0.03%	180
2024 Q4	$471K	Buy	669 +15	+2%	+$12.2K	0.03%	156
2024 Q3	$530K	Buy	654 +1	+0.2%	+$719	0.03%	154
2024 Q2	$422K	Buy	653 +5	+0.8%	+$3.32K	0.03%	156
2024 Q1	$467K	Hold	648	–	–	0.03%	147
2023 Q4	$372K	Sell	648 -403	-38%	-$190K	0.03%	163
2023 Q3	$467K	Buy	+1,051	New	+$481K	0.04%	134
2016 Q1	–	Sell	-2,500	Closed	-$181K	–	407
2015 Q4	$181K	Hold	2,500	–	–	0.07%	118
2015 Q3	$150K	Buy	+2,500	New	+$174K	0.06%	129

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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 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