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Oak Ridge Investments’s United Rentals URI Stock Holding History

Oak Ridge Investments’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 		– Sell
-8,657
Closed -$7.01M – 195
2025
Q4 		$7.01M Buy
8,657
+453
+6% +$393K 0.42% 45
2025
Q3 		$7.83M Buy
8,204
+208
+3% +$185K 0.51% 40
2025
Q2 		$6.02M Buy
7,996
+116
+1% +$77.6K 0.43% 46
2025
Q1 		$4.94M Buy
7,880
+457
+6% +$314K 0.41% 47
2024
Q4 		$5.23M Buy
7,423
+466
+7% +$379K 0.41% 47
2024
Q3 		$5.63M Buy
6,957
+523
+8% +$376K 0.49% 46
2024
Q2 		$4.16M Buy
6,434
+332
+5% +$221K 0.4% 55
2024
Q1 		$4.4M Buy
6,102
+286
+5% +$184K 0.44% 64
2023
Q4 		$3.34M Buy
5,816
+20
+0.3% +$9.43K 0.38% 78
2023
Q3 		$2.58M Buy
5,796
+238
+4% +$109K 0.33% 83
2023
Q2 		$2.48M Sell
5,558
-34
-0.6% -$12.6K 0.31% 90
2023
Q1 		$2.21M Sell
5,592
-30
-0.5% -$12.6K 0.3% 97
2022
Q4 		$2M Buy
5,622
+28
+0.5% +$9.2K 0.3% 98
2022
Q3 		$1.51M Sell
5,594
-179
-3% -$52.1K 0.23% 112
2022
Q2 		$1.4M Sell
5,773
-259
-4% -$76.2K 0.2% 106
2022
Q1 		$2.14M Sell
6,032
-120
-2% -$39.2K 0.24% 98
2021
Q4 		$2.04M Sell
6,152
-89
-1% -$31.7K 0.17% 110
2021
Q3 		$2.19M Buy
+6,241
New +$2.09M 0.19% 112

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JP Morgan Chase
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
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Geode Capital Management
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Franklin Resources
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Oak Ridge Investments's URI Position: Q1 2026 in Review

Oak Ridge Investments sold out of United Rentals (URI) in Q1 2026, closing a stake of 8,657 shares — an estimated $7.01M sold.

Oak Ridge Investments first reported a position in URI in Q3 2021 and held it in 18 quarters. The position peaked at $7.83M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Oak Ridge Investments reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 8,657 United Rentals shares in Q1 2026, an estimated $7.01M.
  • Oak Ridge Investments first reported a position in United Rentals in Q3 2021 and held it in 18 quarters.
  • Oak Ridge Investments's United Rentals position peaked at $7.83M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Oak Ridge Investments's 13F filing for Q1 2026, filed 30 Apr 2026.