Sage Mountain Advisors’s United Rentals URI Stock Holding History

Sage Mountain Advisors’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	-417	Closed	-$338K	–	551
2025 Q4	$338K	Sell	417 -37	-8%	-$32.1K	0.02%	358
2025 Q3	$433K	Buy	+454	New	+$405K	0.02%	301
2025 Q2	–	Sell	-327	Closed	-$205K	–	549
2025 Q1	$205K	Buy	+327	New	+$225K	0.02%	374
2024 Q4	–	Sell	-326	Closed	-$264K	–	517
2024 Q3	$264K	Buy	+326	New	+$234K	0.02%	311

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sage Mountain Advisors's URI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of United Rentals (URI) in Q1 2026, closing a stake of 417 shares — an estimated $338K sold.

Sage Mountain Advisors first reported a position in URI in Q3 2024 and held it in 4 quarters. The position peaked at $433K in Q3 2025. 1,461 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Sage Mountain Advisors reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 417 United Rentals shares in Q1 2026, an estimated $338K.
Sage Mountain Advisors first reported a position in United Rentals in Q3 2024 and held it in 4 quarters.
Sage Mountain Advisors's United Rentals position peaked at $433K in Q3 2025.
1,461 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.