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 Q2	$27.1M	Buy	23,917 +9,923	+71%	+$9.44M	0.71%	35
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Marsico Capital Management's URI Position: Q2 2026 in Review

Marsico Capital Management increased its United Rentals (URI) stake by 71% in Q2 2026, buying an estimated $9.44M and bringing the position to 23,917 shares worth $27.1M. The position accounts for 0.71% of the portfolio, ranked #35.

Marsico Capital Management first reported a position in URI in Q2 2013 and has held it in 14 quarters since. The position peaked at $130M in Q2 2013. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Marsico Capital Management held 23,917 shares of United Rentals worth $27.1M as of Q2 2026.
Marsico Capital Management bought 9,923 United Rentals shares in Q2 2026, an estimated $9.44M.
United Rentals made up 0.71% of Marsico Capital Management's portfolio in Q2 2026, its #35 holding.
Marsico Capital Management first reported a position in United Rentals in Q2 2013 and has held it in 14 quarters since.
Marsico Capital Management's United Rentals position peaked at $130M in Q2 2013.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.