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

Mitchell 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
Q1 		$2.14M Sell
2,932
-1,715
-37% -$1.44M 0.39% 74
2025
Q4 		$3.76M Buy
4,647
+47
+1% +$40.8K 0.67% 48
2025
Q3 		$4.39M Sell
4,600
-3,753
-45% -$3.34M 0.75% 44
2025
Q2 		$6.75M Buy
8,353
+1,540
+23% +$1.03M 1.26% 21
2025
Q1 		$4.27M Buy
6,813
+1,160
+21% +$797K 0.81% 40
2024
Q4 		$3.98M Buy
+5,653
New +$4.59M 0.7% 46

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Mitchell Capital Management's URI Position: Q1 2026 in Review

Mitchell Capital Management reduced its United Rentals (URI) stake by 37% in Q1 2026, selling an estimated $1.44M and leaving 2,932 shares worth $2.14M. The position accounts for 0.39% of the portfolio, ranked #74.

Mitchell Capital Management first reported a position in URI in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.75M in Q2 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Mitchell Capital Management held 2,932 shares of United Rentals worth $2.14M as of Q1 2026.
  • Mitchell Capital Management sold 1,715 United Rentals shares in Q1 2026, an estimated $1.44M.
  • United Rentals made up 0.39% of Mitchell Capital Management's portfolio in Q1 2026, its #74 holding.
  • Mitchell Capital Management first reported a position in United Rentals in Q4 2024 and has held it in 6 quarters since.
  • Mitchell Capital Management's United Rentals position peaked at $6.75M in Q2 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Mitchell Capital Management's 13F filing for Q1 2026, filed 11 May 2026.