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Montag & Associates’s United Rentals URI Stock Holding History

Montag & Associates’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 		$9.91M Sell
13,603
-6,692
-33% -$5.62M 0.46% 50
2025
Q4 		$16.4M Buy
20,295
+1,919
+10% +$1.67M 0.75% 32
2025
Q3 		$17.5M Buy
18,376
+6,340
+53% +$5.65M 0.81% 27
2025
Q2 		$9.07M Sell
12,036
-143
-1% -$95.6K 0.44% 59
2025
Q1 		$7.63M Buy
12,179
+77
+0.6% +$52.9K 0.38% 66
2024
Q4 		$8.53M Sell
12,102
-213
-2% -$173K 0.4% 58
2024
Q3 		$9.97M Buy
12,315
+147
+1% +$106K 0.47% 55
2024
Q2 		$7.87M Sell
12,168
-1,276
-9% -$848K 0.4% 63
2024
Q1 		$9.69M Buy
13,444
+259
+2% +$166K 0.48% 57
2023
Q4 		$7.56M Buy
13,185
+2,028
+18% +$957K 0.42% 59
2023
Q3 		$4.96M Buy
11,157
+306
+3% +$140K 0.31% 75
2023
Q2 		$4.83M Buy
10,851
+270
+3% +$100K 0.3% 81
2023
Q1 		$4.19M Buy
10,581
+1,181
+13% +$496K 0.27% 86
2022
Q4 		$3.34M Sell
9,400
-300
-3% -$98.6K 0.22% 101
2022
Q3 		$2.62M Hold
9,700
– – 0.18% 116
2022
Q2 		$2.36M Hold
9,700
– – 0.15% 137
2022
Q1 		$3.45M Sell
9,700
-280
-3% -$91.4K 0.18% 129
2021
Q4 		$3.32M Hold
9,980
– – 0.16% 129
2021
Q3 		$3.5M Hold
9,980
– – 0.19% 125
2021
Q2 		$3.18M Hold
9,980
– – 0.17% 132
2021
Q1 		$3.29M Sell
9,980
-15
-0.2% -$4.25K 0.19% 128
2020
Q4 		$2.32M Buy
9,995
+145
+1% +$30.6K 0.14% 136
2020
Q3 		$1.72M Sell
9,850
-75
-0.8% -$12.6K 0.14% 145
2020
Q2 		$1.48M Sell
9,925
-855
-8% -$108K 0.13% 141
2020
Q1 		$1.11M Sell
10,780
-1,440
-12% -$191K 0.11% 165
2019
Q4 		$2.04M Buy
12,220
+1,150
+10% +$167K 0.16% 134
2019
Q3 		$1.38M Sell
11,070
-24,775
-69% -$3M 0.12% 154
2019
Q2 		$4.75M Buy
35,845
+24,030
+203% +$3.05M 0.42% 62
2019
Q1 		$1.35M Hold
11,815
– – 0.13% 149
2018
Q4 		$1.21M Sell
11,815
-10,602
-47% -$1.28M 0.13% 137
2018
Q3 		$3.67M Sell
22,417
-95
-0.4% -$14.8K 0.32% 77
2018
Q2 		$3.32M Sell
22,512
-5,152
-19% -$842K 0.34% 81
2018
Q1 		$4.78M Sell
27,664
-13,553
-33% -$2.41M 0.49% 53
2017
Q4 		$7.09M Sell
41,217
-22,543
-35% -$3.43M 0.69% 37
2017
Q3 		$8.85M Sell
63,760
-10,094
-14% -$1.21M 0.95% 22
2017
Q2 		$8.32M Sell
73,854
-19,308
-21% -$2.16M 0.93% 24
2017
Q1 		$11.7M Buy
93,162
+29,073
+45% +$3.54M 1.3% 11
2016
Q4 		$6.77M Sell
64,089
-38,882
-38% -$3.54M 0.8% 35
2016
Q3 		$8.08M Buy
102,971
+42,657
+71% +$3.27M 1.03% 20
2016
Q2 		$4.05M Buy
+60,314
New +$3.94M 0.53% 63
2015
Q2 		– Sell
-14,925
Closed -$1.36M – 256
2015
Q1 		$1.36M Buy
14,925
+12,525
+522% +$1.13M 0.2% 129
2014
Q4 		$245K Sell
2,400
-350
-13% -$37.5K 0.04% 221
2014
Q3 		$306K Sell
2,750
-3,375
-55% -$380K 0.05% 205
2014
Q2 		$641K Buy
+6,125
New +$599K 0.1% 168

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

Montag & Associates's URI Position: Q1 2026 in Review

Montag & Associates reduced its United Rentals (URI) stake by 33% in Q1 2026, selling an estimated $5.62M and leaving 13,603 shares worth $9.91M. The position accounts for 0.46% of the portfolio, ranked #50.

Montag & Associates first reported a position in URI in Q2 2014 and has held it in 44 quarters since. The position peaked at $17.5M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Montag & Associates held 13,603 shares of United Rentals worth $9.91M as of Q1 2026.
  • Montag & Associates sold 6,692 United Rentals shares in Q1 2026, an estimated $5.62M.
  • United Rentals made up 0.46% of Montag & Associates's portfolio in Q1 2026, its #50 holding.
  • Montag & Associates first reported a position in United Rentals in Q2 2014 and has held it in 44 quarters since.
  • Montag & Associates's United Rentals position peaked at $17.5M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.