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Patten Group’s United Rentals URI Stock Holding History

Patten Group’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 		$1.84M Buy
2,524
+216
+9% +$181K 0.32% 95
2025
Q4 		$1.87M Buy
2,308
+595
+35% +$516K 0.35% 93
2025
Q3 		$1.64M Buy
1,713
+451
+36% +$402K 0.32% 96
2025
Q2 		$951K Buy
+1,262
New +$844K 0.2% 137

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Patten Group's URI Position: Q1 2026 in Review

Patten Group increased its United Rentals (URI) stake by 9.4% in Q1 2026, buying an estimated $181K and bringing the position to 2,524 shares worth $1.84M. The position accounts for 0.32% of the portfolio, ranked #95.

Patten Group first reported a position in URI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.87M in Q4 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Patten Group held 2,524 shares of United Rentals worth $1.84M as of Q1 2026.
  • Patten Group bought 216 United Rentals shares in Q1 2026, an estimated $181K.
  • United Rentals made up 0.32% of Patten Group's portfolio in Q1 2026, its #95 holding.
  • Patten Group first reported a position in United Rentals in Q2 2025 and has held it in 4 quarters since.
  • Patten Group's United Rentals position peaked at $1.87M in Q4 2025.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.