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NZS Capital’s United Rentals URI Stock Holding History

NZS Capital’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 		$97.4M Sell
85,939
-6,373
-7% -$6.06M 2.53% 11
2026
Q1 		$67.3M Buy
92,312
+2,167
+2% +$1.82M 2.24% 18
2025
Q4 		$73M Sell
90,145
-5,173
-5% -$4.49M 2.24% 14
2025
Q3 		$91M Sell
95,318
-15,300
-14% -$13.6M 2.79% 12
2025
Q2 		$83.3M Buy
110,618
+10,759
+11% +$7.2M 2.83% 9
2025
Q1 		$62.6M Buy
99,859
+17,418
+21% +$12M 2.82% 10
2024
Q4 		$58.1M Sell
82,441
-1,386
-2% -$1.13M 2.47% 13
2024
Q3 		$67.9M Buy
83,827
+2,361
+3% +$1.7M 2.65% 12
2024
Q2 		$52.7M Buy
81,466
+4,423
+6% +$2.94M 2.16% 17
2024
Q1 		$55.6M Buy
77,043
+10,766
+16% +$6.91M 2.31% 16
2023
Q4 		$38M Buy
66,277
+37,147
+128% +$17.5M 2% 20
2023
Q3 		$13M Sell
29,130
-38
-0.1% -$17.4K 0.7% 43
2023
Q2 		$13M Sell
29,168
-1,709
-6% -$633K 0.65% 46
2023
Q1 		$12.2M Buy
30,877
+16,136
+109% +$6.78M 0.65% 44
2022
Q4 		$5.24M Buy
+14,741
New +$4.84M 0.45% 50

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

NZS Capital's URI Position: Q2 2026 in Review

NZS Capital reduced its United Rentals (URI) stake by 6.9% in Q2 2026, selling an estimated $6.06M and leaving 85,939 shares worth $97.4M. The position accounts for 2.53% of the portfolio, ranked #11.

NZS Capital first reported a position in URI in Q4 2022 and has held it in 15 quarters since. 1,593 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • NZS Capital held 85,939 shares of United Rentals worth $97.4M as of Q2 2026.
  • NZS Capital sold 6,373 United Rentals shares in Q2 2026, an estimated $6.06M.
  • United Rentals made up 2.53% of NZS Capital's portfolio in Q2 2026, its #11 holding.
  • NZS Capital first reported a position in United Rentals in Q4 2022 and has held it in 15 quarters since.
  • 1,593 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on NZS Capital's 13F filing for Q2 2026, filed 14 Aug 2026.