LT
URI icon

Legacy Trust’s United Rentals URI Stock Holding History

Legacy Trust’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 		$12.7M Buy
17,425
+135
+0.8% +$113K 2.43% 8
2025
Q4 		$14M Buy
17,290
+34
+0.2% +$29.5K 2.62% 6
2025
Q3 		$16.5M Sell
17,256
-213
-1% -$190K 3.25% 5
2025
Q2 		$13.2M Sell
17,469
-1,291
-7% -$863K 3.23% 5
2025
Q1 		$11.8M Sell
18,760
-61
-0.3% -$41.9K 2.83% 6
2024
Q4 		$13.3M Sell
18,821
-177
-0.9% -$144K 3.08% 4
2024
Q3 		$15.4M Sell
18,998
-348
-2% -$250K 3.53% 4
2024
Q2 		$12.5M Sell
19,346
-490
-2% -$326K 3.11% 4
2024
Q1 		$14.3M Sell
19,836
-281
-1% -$180K 3.57% 4
2023
Q4 		$11.5M Sell
20,117
-1,431
-7% -$675K 3% 4
2023
Q3 		$9.58M Sell
21,548
-523
-2% -$239K 2.79% 4
2023
Q2 		$9.83M Sell
22,071
-6
-0% -$2.22K 2.71% 4
2023
Q1 		$8.74M Sell
22,077
-1,056
-5% -$444K 2.6% 5
2022
Q4 		$8.22M Buy
+23,133
New +$7.6M 2.54% 6

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
VPM
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
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

Legacy Trust's URI Position: Q1 2026 in Review

Legacy Trust increased its United Rentals (URI) stake by 0.78% in Q1 2026, buying an estimated $113K and bringing the position to 17,425 shares worth $12.7M. The position accounts for 2.43% of the portfolio, ranked #8.

Legacy Trust first reported a position in URI in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.5M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Legacy Trust held 17,425 shares of United Rentals worth $12.7M as of Q1 2026.
  • Legacy Trust bought 135 United Rentals shares in Q1 2026, an estimated $113K.
  • United Rentals made up 2.43% of Legacy Trust's portfolio in Q1 2026, its #8 holding.
  • Legacy Trust first reported a position in United Rentals in Q4 2022 and has held it in 14 quarters since.
  • Legacy Trust's United Rentals position peaked at $16.5M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.