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LGT Capital Partners’s United Rentals URI Stock Holding History

LGT Capital 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
2026
Q1 		$15M Sell
20,625
-13,685
-40% -$11.5M 0.8% 32
2025
Q4 		$27.8M Sell
34,310
-4,660
-12% -$4.04M 1.38% 25
2025
Q3 		$37.2M Sell
38,970
-14,909
-28% -$13.3M 1.81% 22
2025
Q2 		$40.6M Sell
53,879
-1,565
-3% -$1.05M 1.8% 20
2025
Q1 		$34.7M Buy
+55,444
New +$38.1M 1.54% 25

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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
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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

LGT Capital Partners's URI Position: Q1 2026 in Review

LGT Capital Partners reduced its United Rentals (URI) stake by 40% in Q1 2026, selling an estimated $11.5M and leaving 20,625 shares worth $15M. The position accounts for 0.8% of the portfolio, ranked #32.

LGT Capital Partners first reported a position in URI in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.6M in Q2 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • LGT Capital Partners held 20,625 shares of United Rentals worth $15M as of Q1 2026.
  • LGT Capital Partners sold 13,685 United Rentals shares in Q1 2026, an estimated $11.5M.
  • United Rentals made up 0.8% of LGT Capital Partners's portfolio in Q1 2026, its #32 holding.
  • LGT Capital Partners first reported a position in United Rentals in Q1 2025 and has held it in 5 quarters since.
  • LGT Capital Partners's United Rentals position peaked at $40.6M in Q2 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on LGT Capital Partners's 13F filing for Q1 2026, filed 11 May 2026.