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London & Capital Asset Management’s United Rentals URI Stock Holding History

London & Capital Asset Management’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
Q2 		$337M Buy
297,832
+10,711
+4% +$10.2M 3.09% 17
2026
Q1 		$209M Buy
287,121
+11,693
+4% +$9.82M 2.27% 21
2025
Q4 		$223M Buy
275,428
+236,295
+604% +$205M 2.31% 20
2025
Q3 		$37.4M Buy
39,133
+8,183
+26% +$7.29M 2.67% 19
2025
Q2 		$23.3M Buy
+30,950
New +$20.7M 1.77% 23

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

London & Capital Asset Management's URI Position: Q2 2026 in Review

London & Capital Asset Management increased its United Rentals (URI) stake by 3.7% in Q2 2026, buying an estimated $10.2M and bringing the position to 297,832 shares worth $337M. The position accounts for 3.09% of the portfolio, ranked #17.

London & Capital Asset Management first reported a position in URI in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • London & Capital Asset Management held 297,832 shares of United Rentals worth $337M as of Q2 2026.
  • London & Capital Asset Management bought 10,711 United Rentals shares in Q2 2026, an estimated $10.2M.
  • United Rentals made up 3.09% of London & Capital Asset Management's portfolio in Q2 2026, its #17 holding.
  • London & Capital Asset Management first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.