Lummis Asset Management’s United Rentals URI Stock Holding History

Lummis 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	$4.53K	Buy	4 +1	+33%	+$951	﹤0.01%	146
2026 Q1	$2.19K	Hold	3	–	–	﹤0.01%	173
2025 Q4	$2.43K	Hold	3	–	–	﹤0.01%	165
2025 Q3	$2.86K	Hold	3	–	–	﹤0.01%	141
2025 Q2	$2.26K	Hold	3	–	–	﹤0.01%	142
2025 Q1	$1.88K	Hold	3	–	–	﹤0.01%	147
2024 Q4	$2.11K	Hold	3	–	–	﹤0.01%	123
2024 Q3	$2.43K	Hold	3	–	–	﹤0.01%	124
2024 Q2	$1.94K	Hold	3	–	–	﹤0.01%	129
2024 Q1	$2.16K	Hold	3	–	–	﹤0.01%	131
2023 Q4	$1.72K	Buy	+3	New	+$1.42K	﹤0.01%	154

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lummis Asset Management's URI Position: Q2 2026 in Review

Lummis Asset Management increased its United Rentals (URI) stake by 33% in Q2 2026, buying an estimated $951 and bringing the position to 4 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

Lummis Asset Management first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Lummis Asset Management held 4 shares of United Rentals worth $4.53K as of Q2 2026.
Lummis Asset Management bought 1 United Rentals share in Q2 2026, an estimated $951.
United Rentals made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #146 holding.
Lummis Asset Management first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.