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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
Q2 		$6.95M Buy
6,134
+20
+0.3% +$19K 0.38% 65
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T 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

Roundview Capital's URI Position: Q2 2026 in Review

Roundview Capital increased its United Rentals (URI) stake by 0.33% in Q2 2026, buying an estimated $19K and bringing the position to 6,134 shares worth $6.95M. The position accounts for 0.38% of the portfolio, ranked #65.

Roundview Capital first reported a position in URI in Q3 2023 and has held it in 12 quarters since. 1,592 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Roundview Capital held 6,134 shares of United Rentals worth $6.95M as of Q2 2026.
  • Roundview Capital bought 20 United Rentals shares in Q2 2026, an estimated $19K.
  • United Rentals made up 0.38% of Roundview Capital's portfolio in Q2 2026, its #65 holding.
  • Roundview Capital first reported a position in United Rentals in Q3 2023 and has held it in 12 quarters since.
  • 1,592 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.