Mather Group’s United Rentals URI Stock Holding History

Mather Group’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	$1.23M	Buy	1,682 +500	+42%	+$420K	0.01%	299
2025 Q4	$956K	Sell	1,182 -1	-0.1%	-$868	0.01%	285
2025 Q3	$1.13M	Buy	1,183 +3	+0.3%	+$2.67K	0.01%	261
2025 Q2	$889K	Buy	1,180 +103	+10%	+$68.9K	0.01%	281
2025 Q1	$675K	Buy	1,077 +149	+16%	+$102K	0.01%	323
2024 Q4	$653K	Sell	928 -93	-9%	-$75.6K	0.01%	298
2024 Q3	$827K	Buy	1,021 +16	+2%	+$11.5K	0.01%	265
2024 Q2	$725K	Buy	1,005 +43	+4%	+$28.6K	0.01%	330
2024 Q1	$552K	Sell	962 -10	-1%	-$6.42K	0.01%	321
2023 Q4	$557K	Sell	972 -29	-3%	-$13.7K	0.01%	330
2023 Q3	$445K	Buy	1,001 +49	+5%	+$22.4K	0.01%	348
2023 Q2	$424K	Buy	952 +351	+58%	+$130K	0.01%	380
2023 Q1	$238K	Buy	+601	New	+$252K	﹤0.01%	451

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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 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