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 Q2	$255K	Sell	225 -150	-40%	-$143K	0.03%	148
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

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

Middleton & Co's URI Position: Q2 2026 in Review

Middleton & Co reduced its United Rentals (URI) stake by 40% in Q2 2026, selling an estimated $143K and leaving 225 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #148.

Middleton & Co first reported a position in URI in Q4 2022 and has held it in 15 quarters since. The position peaked at $588K in Q3 2024. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Middleton & Co held 225 shares of United Rentals worth $255K as of Q2 2026.
Middleton & Co sold 150 United Rentals shares in Q2 2026, an estimated $143K.
United Rentals made up 0.03% of Middleton & Co's portfolio in Q2 2026, its #148 holding.
Middleton & Co first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
Middleton & Co's United Rentals position peaked at $588K in Q3 2024.
1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.