Marsico Capital Management’s United Rentals URI Stock Holding History

Marsico Capital 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	$10.2M	Hold	13,994	–	–	0.3%	55
2025 Q4	$11.3M	Buy	13,994 +4,304	+44%	+$3.74M	0.32%	48
2025 Q3	$9.25M	Hold	9,690	–	–	0.24%	60
2025 Q2	$7.3M	Hold	9,690	–	–	0.2%	53
2025 Q1	$6.07M	Sell	9,690 -10,280	-51%	-$7.07M	0.21%	55
2024 Q4	$14.1M	Hold	19,970	–	–	0.38%	35
2024 Q3	$16.2M	Buy	19,970 +13,569	+212%	+$9.76M	0.45%	31
2024 Q2	$4.14M	Buy	6,401 +1,360	+27%	+$904K	0.12%	52
2024 Q1	$3.64M	Buy	+5,041	New	+$3.23M	0.12%	56
2023 Q2	–	Sell	-179,585	Closed	-$71.1M	–	71
2023 Q1	$71.1M	Sell	179,585 -29,925	-14%	-$12.6M	3.33%	10
2022 Q4	$74.5M	Buy	+209,510	New	+$68.8M	3.85%	8
2013 Q4	–	Sell	-2,149,818	Closed	-$125M	–	112
2013 Q3	$125M	Sell	2,149,818 -460,268	-18%	-$25.5M	0.93%	33
2013 Q2	$130M	Buy	+2,610,086	New	+$139M	0.82%	41

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marsico Capital Management's URI Position: Q1 2026 in Review

Marsico Capital Management held its United Rentals (URI) position steady in Q1 2026 at 13,994 shares worth $10.2M. The position accounts for 0.3% of the portfolio, ranked #55.

Marsico Capital Management first reported a position in URI in Q2 2013 and has held it in 13 quarters since. The position peaked at $130M in Q2 2013. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Marsico Capital Management held 13,994 shares of United Rentals worth $10.2M as of Q1 2026.
Marsico Capital Management left its United Rentals share count unchanged in Q1 2026.
United Rentals made up 0.3% of Marsico Capital Management's portfolio in Q1 2026, its #55 holding.
Marsico Capital Management first reported a position in United Rentals in Q2 2013 and has held it in 13 quarters since.
Marsico Capital Management's United Rentals position peaked at $130M in Q2 2013.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Marsico Capital Management's 13F filing for Q1 2026, filed 13 May 2026.