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Roundview Capital’s United Rentals URI Stock Holding History

Roundview 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 		$4.45M Buy
6,114
+100
+2% +$84K 0.28% 85
2025
Q4 		$4.87M Buy
6,014
+104
+2% +$90.3K 0.3% 79
2025
Q3 		$5.64M Buy
5,910
+1
+0% +$891 0.36% 66
2025
Q2 		$4.45M Buy
5,909
+496
+9% +$332K 0.3% 76
2025
Q1 		$3.39M Buy
5,413
+284
+6% +$195K 0.24% 96
2024
Q4 		$3.61M Buy
5,129
+250
+5% +$203K 0.25% 92
2024
Q3 		$3.95M Buy
4,879
+88
+2% +$63.3K 0.29% 82
2024
Q2 		$3.1M Buy
4,791
+453
+10% +$301K 0.24% 95
2024
Q1 		$3.13M Buy
4,338
+383
+10% +$246K 0.26% 87
2023
Q4 		$2.27M Buy
3,955
+1,424
+56% +$672K 0.21% 106
2023
Q3 		$1.13M Buy
+2,531
New +$1.16M 0.11% 179

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

Roundview Capital's URI Position: Q1 2026 in Review

Roundview Capital increased its United Rentals (URI) stake by 1.7% in Q1 2026, buying an estimated $84K and bringing the position to 6,114 shares worth $4.45M. The position accounts for 0.28% of the portfolio, ranked #85.

Roundview Capital first reported a position in URI in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.64M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Roundview Capital held 6,114 shares of United Rentals worth $4.45M as of Q1 2026.
  • Roundview Capital bought 100 United Rentals shares in Q1 2026, an estimated $84K.
  • United Rentals made up 0.28% of Roundview Capital's portfolio in Q1 2026, its #85 holding.
  • Roundview Capital first reported a position in United Rentals in Q3 2023 and has held it in 11 quarters since.
  • Roundview Capital's United Rentals position peaked at $5.64M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.