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North Point Portfolio Managers’s United Rentals URI Stock Holding History

North Point Portfolio Managers’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 		$22.1M Sell
19,540
-625
-3% -$595K 3.65% 8
2026
Q1 		$14.7M Sell
20,165
-334
-2% -$281K 2.62% 14
2025
Q4 		$16.6M Buy
20,499
+154
+0.8% +$134K 2.81% 12
2025
Q3 		$19.4M Sell
20,345
-3,922
-16% -$3.49M 3.21% 10
2025
Q2 		$18.3M Sell
24,267
-298
-1% -$199K 3.14% 11
2025
Q1 		$15.4M Buy
24,565
+488
+2% +$335K 2.7% 13
2024
Q4 		$17M Sell
24,077
-416
-2% -$338K 2.95% 11
2024
Q3 		$19.8M Buy
24,493
+158
+0.6% +$114K 3.18% 7
2024
Q2 		$15.7M Sell
24,335
-559
-2% -$372K 2.77% 13
2024
Q1 		$18M Buy
24,894
+299
+1% +$192K 3.04% 9
2023
Q4 		$14.1M Buy
24,595
+40
+0.2% +$18.9K 2.57% 17
2023
Q3 		$10.9M Sell
24,555
-72
-0.3% -$33K 2.23% 23
2023
Q2 		$11M Sell
24,627
-7,085
-22% -$2.63M 2.17% 26
2023
Q1 		$12.6M Buy
+31,712
New +$13.3M 2% 30

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

North Point Portfolio Managers's URI Position: Q2 2026 in Review

North Point Portfolio Managers reduced its United Rentals (URI) stake by 3.1% in Q2 2026, selling an estimated $595K and leaving 19,540 shares worth $22.1M. The position accounts for 3.65% of the portfolio, ranked #8.

North Point Portfolio Managers first reported a position in URI in Q1 2023 and has held it in 14 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • North Point Portfolio Managers held 19,540 shares of United Rentals worth $22.1M as of Q2 2026.
  • North Point Portfolio Managers sold 625 United Rentals shares in Q2 2026, an estimated $595K.
  • United Rentals made up 3.65% of North Point Portfolio Managers's portfolio in Q2 2026, its #8 holding.
  • North Point Portfolio Managers first reported a position in United Rentals in Q1 2023 and has held it in 14 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.