Mattson Financial Services’s United Rentals URI Stock Holding History

Mattson Financial Services’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	$2.45M	Sell	3,359 -295	-8%	-$248K	0.58%	56
2025 Q4	$2.96M	Sell	3,654 -394	-10%	-$342K	0.69%	49
2025 Q3	$3.86M	Sell	4,048 -61	-1%	-$54.4K	0.92%	30
2025 Q2	$3.1M	Sell	4,109 -47	-1%	-$31.4K	0.83%	39
2025 Q1	$2.6M	Buy	4,156 +1,136	+38%	+$781K	0.78%	44
2024 Q4	$2.45M	Buy	3,020 +325	+12%	+$264K	0.78%	44
2024 Q3	$1.74M	Sell	2,695 -17	-0.6%	-$12.2K	0.62%	57
2024 Q2	$1.75M	Buy	+2,712	New	+$1.8M	0.62%	57

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

Mattson Financial Services's URI Position: Q1 2026 in Review

Mattson Financial Services reduced its United Rentals (URI) stake by 8.1% in Q1 2026, selling an estimated $248K and leaving 3,359 shares worth $2.45M. The position accounts for 0.58% of the portfolio, ranked #56.

Mattson Financial Services first reported a position in URI in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.86M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Mattson Financial Services held 3,359 shares of United Rentals worth $2.45M as of Q1 2026.
Mattson Financial Services sold 295 United Rentals shares in Q1 2026, an estimated $248K.
United Rentals made up 0.58% of Mattson Financial Services's portfolio in Q1 2026, its #56 holding.
Mattson Financial Services first reported a position in United Rentals in Q2 2024 and has held it in 8 quarters since.
Mattson Financial Services's United Rentals position peaked at $3.86M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.