PCM
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Polymer Capital Management’s United Rentals URI Stock Holding History

Polymer Capital Management’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 		– Sell
-781
Closed -$569K – 996
2026
Q1 		$569K Sell
781
-2,688
-77% -$2.26M 0.06% 369
2025
Q4 		$2.81M Buy
3,469
+2,369
+215% +$2.06M 0.29% 68
2025
Q3 		$1.05M Sell
1,100
-1,772
-62% -$1.58M 0.11% 171
2025
Q2 		$2.16M Buy
+2,872
New +$1.92M 0.26% 109
2025
Q1 		– Sell
-4,591
Closed -$3.23M – 631
2024
Q4 		$3.23M Buy
+4,591
New +$3.73M 0.87% 33

Other funds holding URI

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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

Polymer Capital Management's URI Position: Q2 2026 in Review

Polymer Capital Management sold out of United Rentals (URI) in Q2 2026, closing a stake of 781 shares — an estimated $569K sold.

Polymer Capital Management first reported a position in URI in Q4 2024 and held it in 5 quarters. The position peaked at $3.23M in Q4 2024. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Polymer Capital Management reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 781 United Rentals shares in Q2 2026, an estimated $569K.
  • Polymer Capital Management first reported a position in United Rentals in Q4 2024 and held it in 5 quarters.
  • Polymer Capital Management's United Rentals position peaked at $3.23M in Q4 2024.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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