MCM
URI icon

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
Q2 		$3.34M Buy
2,952
+20
+0.7% +$19K 0.51% 70
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitchell Capital Management's URI Position: Q2 2026 in Review

Mitchell Capital Management increased its United Rentals (URI) stake by 0.68% in Q2 2026, buying an estimated $19K and bringing the position to 2,952 shares worth $3.34M. The position accounts for 0.51% of the portfolio, ranked #70.

Mitchell Capital Management first reported a position in URI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.75M in Q2 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Mitchell Capital Management held 2,952 shares of United Rentals worth $3.34M as of Q2 2026.
  • Mitchell Capital Management bought 20 United Rentals shares in Q2 2026, an estimated $19K.
  • United Rentals made up 0.51% of Mitchell Capital Management's portfolio in Q2 2026, its #70 holding.
  • Mitchell Capital Management first reported a position in United Rentals in Q4 2024 and has held it in 7 quarters since.
  • Mitchell Capital Management's United Rentals position peaked at $6.75M in Q2 2025.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.