Kovitz Investment Group Partners’s United Rentals URI Stock Holding History

Kovitz Investment Group 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
2025 Q4	–	Sell	-2,371	Closed	-$2.26M	–	1269
2025 Q3	$2.26M	Sell	2,371 -83	-3%	-$74K	0.01%	635
2025 Q2	$1.85M	Buy	2,454 +282	+13%	+$189K	0.01%	642
2025 Q1	$1.36M	Buy	2,172 +21	+1%	+$14.4K	0.01%	665
2024 Q4	$1.52M	Buy	2,151 +83	+4%	+$67.5K	0.01%	625
2024 Q3	$915K	Sell	2,068 -15,357	-88%	-$11M	0.01%	643
2024 Q2	$11.3M	Buy	17,425 +16,791	+2,648%	+$11.2M	0.1%	160
2024 Q1	$457K	Buy	634 +114	+22%	+$73.2K	0.01%	517
2023 Q4	$298K	Hold	520	–	–	﹤0.01%	361
2023 Q3	$231K	Hold	520	–	–	﹤0.01%	373
2023 Q2	$232K	Hold	520	–	–	﹤0.01%	387
2023 Q1	$206K	Buy	+520	New	+$218K	﹤0.01%	404
2021 Q4	–	Sell	-611	Closed	-$214K	–	460
2021 Q3	$214K	Buy	+611	New	+$205K	﹤0.01%	414

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Kovitz Investment Group Partners's URI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of United Rentals (URI) in Q4 2025, closing a stake of 2,371 shares — an estimated $2.26M sold.

Kovitz Investment Group Partners first reported a position in URI in Q3 2021 and held it in 12 quarters. The position peaked at $11.3M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Kovitz Investment Group Partners reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 2,371 United Rentals shares in Q4 2025, an estimated $2.26M.
Kovitz Investment Group Partners first reported a position in United Rentals in Q3 2021 and held it in 12 quarters.
Kovitz Investment Group Partners's United Rentals position peaked at $11.3M in Q2 2024.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.