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Muhlenkamp & Co’s United Rentals URI Stock Holding History

Muhlenkamp & 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 		$11.4M Sell
15,603
-3
-0% -$2.52K 2.99% 19
2025
Q4 		$12.6M Buy
15,606
+83
+0.5% +$72K 3.4% 16
2025
Q3 		$14.8M Sell
15,523
-4
-0% -$3.56K 4.03% 13
2025
Q2 		$11.7M Buy
15,527
+159
+1% +$106K 3.65% 15
2025
Q1 		$9.63M Sell
15,368
-7
-0% -$4.81K 3.15% 16
2024
Q4 		$10.8M Buy
15,375
+39
+0.3% +$31.7K 3.29% 17
2024
Q3 		$12.4M Buy
15,336
+5
+0% +$3.6K 3.81% 14
2024
Q2 		$9.92M Buy
15,331
+2
+0% +$1.33K 3.09% 20
2024
Q1 		$11.1M Buy
15,329
+289
+2% +$185K 3.21% 16
2023
Q4 		$8.62M Buy
15,040
+217
+1% +$102K 2.82% 19
2023
Q3 		$6.59M Buy
+14,823
New +$6.78M 2.27% 22

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

Muhlenkamp & Co's URI Position: Q1 2026 in Review

Muhlenkamp & Co reduced its United Rentals (URI) stake by 0.02% in Q1 2026, selling an estimated $2.52K and leaving 15,603 shares worth $11.4M. The position accounts for 2.99% of the portfolio, ranked #19.

Muhlenkamp & Co first reported a position in URI in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Muhlenkamp & Co held 15,603 shares of United Rentals worth $11.4M as of Q1 2026.
  • Muhlenkamp & Co sold 3 United Rentals shares in Q1 2026, an estimated $2.52K.
  • United Rentals made up 2.99% of Muhlenkamp & Co's portfolio in Q1 2026, its #19 holding.
  • Muhlenkamp & Co first reported a position in United Rentals in Q3 2023 and has held it in 11 quarters since.
  • Muhlenkamp & Co's United Rentals position peaked at $14.8M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Muhlenkamp & Co's 13F filing for Q1 2026, filed 6 May 2026.