Locust Wood Capital Advisers’s United Rentals URI Stock Holding History

Locust Wood Capital Advisers’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	-750	Closed	-$716K	–	55
2025 Q3	$716K	Sell	750 -335	-31%	-$299K	0.02%	40
2025 Q2	$817K	Sell	1,085 -25	-2%	-$16.7K	0.02%	37
2025 Q1	$696K	Buy	+1,110	New	+$763K	0.02%	47
2024 Q1	–	Sell	-3,020	Closed	-$1.73M	–	53
2023 Q4	$1.73M	Sell	3,020 -1,100	-27%	-$519K	0.07%	41
2023 Q3	$1.83M	Buy	+4,120	New	+$1.89M	0.08%	45

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

Locust Wood Capital Advisers's URI Position: Q4 2025 in Review

Locust Wood Capital Advisers sold out of United Rentals (URI) in Q4 2025, closing a stake of 750 shares — an estimated $716K sold.

Locust Wood Capital Advisers first reported a position in URI in Q3 2023 and held it in 5 quarters. The position peaked at $1.83M in Q3 2023. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Locust Wood Capital Advisers reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Locust Wood Capital Advisers sold 750 United Rentals shares in Q4 2025, an estimated $716K.
Locust Wood Capital Advisers first reported a position in United Rentals in Q3 2023 and held it in 5 quarters.
Locust Wood Capital Advisers's United Rentals position peaked at $1.83M in Q3 2023.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Locust Wood Capital Advisers's 13F filing for Q4 2025, filed 11 Feb 2026.