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Middleton & Co’s United Rentals URI Stock Holding History

Middleton & Co’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 		$273K Hold
375
– – 0.03% 143
2025
Q4 		$303K Sell
375
-200
-35% -$174K 0.03% 140
2025
Q3 		$549K Sell
575
-25
-4% -$22.3K 0.06% 110
2025
Q2 		$452K Hold
600
– – 0.05% 120
2025
Q1 		$376K Hold
600
– – 0.04% 124
2024
Q4 		$423K Sell
600
-126
-17% -$102K 0.05% 117
2024
Q3 		$588K Hold
726
– – 0.07% 108
2024
Q2 		$470K Hold
726
– – 0.05% 113
2024
Q1 		$524K Hold
726
– – 0.06% 112
2023
Q4 		$416K Sell
726
-50
-6% -$23.6K 0.05% 116
2023
Q3 		$345K Hold
776
– – 0.05% 121
2023
Q2 		$346K Sell
776
-142
-15% -$52.6K 0.05% 127
2023
Q1 		$363K Hold
918
– – 0.05% 126
2022
Q4 		$326K Buy
+918
New +$302K 0.05% 129

Other funds holding URI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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State Street
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
VPM
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
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