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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
Q2 		$17.8M Buy
15,673
+70
+0.4% +$66.6K 5.14% 9
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 $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 $3.37T AUM 44.26% 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

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

Muhlenkamp & Co increased its United Rentals (URI) stake by 0.45% in Q2 2026, buying an estimated $66.6K and bringing the position to 15,673 shares worth $17.8M. The position accounts for 5.14% of the portfolio, ranked #9.

Muhlenkamp & Co first reported a position in URI in Q3 2023 and has held it in 12 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Muhlenkamp & Co held 15,673 shares of United Rentals worth $17.8M as of Q2 2026.
  • Muhlenkamp & Co bought 70 United Rentals shares in Q2 2026, an estimated $66.6K.
  • United Rentals made up 5.14% of Muhlenkamp & Co's portfolio in Q2 2026, its #9 holding.
  • Muhlenkamp & Co first reported a position in United Rentals in Q3 2023 and has held it in 12 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Muhlenkamp & Co's 13F filing for Q2 2026, filed 18 Aug 2026.