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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
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 $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

London & Capital Asset Management's URI Position: Q1 2026 in Review

London & Capital Asset Management increased its United Rentals (URI) stake by 4.2% in Q1 2026, buying an estimated $9.82M and bringing the position to 287,121 shares worth $209M. The position accounts for 2.27% of the portfolio, ranked #21.

London & Capital Asset Management first reported a position in URI in Q2 2025 and has held it in 4 quarters since. The position peaked at $223M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • London & Capital Asset Management held 287,121 shares of United Rentals worth $209M as of Q1 2026.
  • London & Capital Asset Management bought 11,693 United Rentals shares in Q1 2026, an estimated $9.82M.
  • United Rentals made up 2.27% of London & Capital Asset Management's portfolio in Q1 2026, its #21 holding.
  • London & Capital Asset Management first reported a position in United Rentals in Q2 2025 and has held it in 4 quarters since.
  • London & Capital Asset Management's United Rentals position peaked at $223M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on London & Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.