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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

NZS Capital's URI Position: Q1 2026 in Review

NZS Capital increased its United Rentals (URI) stake by 2.4% in Q1 2026, buying an estimated $1.82M and bringing the position to 92,312 shares worth $67.3M. The position accounts for 2.24% of the portfolio, ranked #18.

NZS Capital first reported a position in URI in Q4 2022 and has held it in 14 quarters since. The position peaked at $91M in Q3 2025. 1,457 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • NZS Capital held 92,312 shares of United Rentals worth $67.3M as of Q1 2026.
  • NZS Capital bought 2,167 United Rentals shares in Q1 2026, an estimated $1.82M.
  • United Rentals made up 2.24% of NZS Capital's portfolio in Q1 2026, its #18 holding.
  • NZS Capital first reported a position in United Rentals in Q4 2022 and has held it in 14 quarters since.
  • NZS Capital's United Rentals position peaked at $91M in Q3 2025.
  • 1,457 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on NZS Capital's 13F filing for Q1 2026, filed 15 May 2026.