MCM
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McRae Capital Management’s United Rentals URI Stock Holding History

McRae 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
Q3 		$14.7M Sell
14,718
-466
-3% -$497K 2.73% 15
2026
Q2 		$17.2M Sell
15,184
-470
-3% -$447K 3.39% 10
2026
Q1 		$11.4M Sell
15,654
-418
-3% -$351K 2.37% 18
2025
Q4 		$13M Sell
16,072
-560
-3% -$486K 2.66% 18
2025
Q3 		$15.9M Sell
16,632
-650
-4% -$579K 3.15% 12
2025
Q2 		$13M Sell
17,282
-200
-1% -$134K 2.67% 17
2025
Q1 		$11M Sell
17,482
-10,900
-38% -$7.49M 2.31% 22
2024
Q4 		$20M Sell
28,382
-2,761
-9% -$2.24M 3.92% 8
2024
Q3 		$25.2M Sell
31,143
-625
-2% -$450K 4.92% 4
2024
Q2 		$20.5M Sell
31,768
-386
-1% -$257K 4.68% 4
2024
Q1 		$23.2M Sell
32,154
-1,341
-4% -$860K 5.08% 4
2023
Q4 		$19.2M Sell
33,495
-131
-0.4% -$61.8K 4.8% 4
2023
Q3 		$14.9M Sell
33,626
-235
-0.7% -$108K 4.43% 6
2023
Q2 		$15.1M Buy
33,861
+5,012
+17% +$1.86M 4.29% 7
2023
Q1 		$11.4M Sell
28,849
-859
-3% -$361K 3.29% 13
2022
Q4 		$10.6M Sell
29,708
-51
-0.2% -$16.8K 3.09% 13
2022
Q3 		$8.04M Sell
29,759
-110
-0.4% -$32K 2.44% 19
2022
Q2 		$7.25M Buy
29,869
+895
+3% +$263K 1.97% 23
2022
Q1 		$10.3M Buy
28,974
+750
+3% +$245K 2.32% 19
2021
Q4 		$9.38M Buy
28,224
+1,099
+4% +$392K 1.96% 23
2021
Q3 		$9.52M Buy
27,125
+6,950
+34% +$2.33M 2.1% 23
2021
Q2 		$6.44M Buy
+20,175
New +$6.51M 1.47% 24

Other funds holding URI

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

McRae Capital Management's URI Position: Q3 2026 in Review

McRae Capital Management reduced its United Rentals (URI) stake by 3.1% in Q3 2026, selling an estimated $497K and leaving 14,718 shares worth $14.7M. The position accounts for 2.73% of the portfolio, ranked #15.

McRae Capital Management first reported a position in URI in Q2 2021 and has held it in 22 quarters since. The position peaked at $25.2M in Q3 2024. 182 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • McRae Capital Management held 14,718 shares of United Rentals worth $14.7M as of Q3 2026.
  • McRae Capital Management sold 466 United Rentals shares in Q3 2026, an estimated $497K.
  • United Rentals made up 2.73% of McRae Capital Management's portfolio in Q3 2026, its #15 holding.
  • McRae Capital Management first reported a position in United Rentals in Q2 2021 and has held it in 22 quarters since.
  • McRae Capital Management's United Rentals position peaked at $25.2M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on McRae Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.