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Sandler Capital Management’s United Rentals URI Stock Holding History

Sandler 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
2025
Q4 		– Sell
-1,381
Closed -$1.32M – 197
2025
Q3 		$1.32M Buy
+1,381
New +$1.23M 0.39% 97
2024
Q4 		– Sell
-6,016
Closed -$4.87M – 208
2024
Q3 		$4.87M Buy
+6,016
New +$4.33M 0.64% 64
2023
Q2 		– Sell
-21,844
Closed -$8.64M – 122
2023
Q1 		$8.64M Sell
21,844
-18,009
-45% -$7.56M 0.79% 44
2022
Q4 		$14.2M Sell
39,853
-2,274
-5% -$747K 1.45% 29
2022
Q3 		$11.4M Buy
+42,127
New +$12.3M 1.59% 22
2021
Q4 		– Sell
-46,440
Closed -$16.3M – 135
2021
Q3 		$16.3M Buy
46,440
+24,850
+115% +$8.34M 1.45% 25
2021
Q2 		$6.89M Sell
21,590
-11,920
-36% -$3.85M 0.54% 66
2021
Q1 		$11M Buy
+33,510
New +$9.49M 0.94% 41
2019
Q4 		– Sell
-1,700
Closed -$212K – 118
2019
Q3 		$212K Sell
1,700
-450
-21% -$54.6K 0.02% 107
2019
Q2 		$285K Sell
2,150
-1,150
-35% -$146K 0.02% 130
2019
Q1 		$377K Buy
3,300
+700
+27% +$86.4K 0.03% 113
2018
Q4 		$267K Buy
2,600
+500
+24% +$60.2K 0.02% 97
2018
Q3 		$344K Buy
+2,100
New +$327K 0.02% 115
2018
Q2 		– Sell
-2,200
Closed -$380K – 143
2018
Q1 		$380K Sell
2,200
-20,800
-90% -$3.69M 0.05% 106
2017
Q4 		$3.95M Sell
23,000
-56,450
-71% -$8.59M 0.56% 64
2017
Q3 		$11M Buy
+79,450
New +$9.49M 1.37% 21
2017
Q1 		– Sell
-39,910
Closed -$4.86M – 224
2016
Q4 		$4.21M Buy
+39,910
New +$3.63M 0.38% 101

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sandler Capital Management's URI Position: Q4 2025 in Review

Sandler Capital Management sold out of United Rentals (URI) in Q4 2025, closing a stake of 1,381 shares — an estimated $1.32M sold.

Sandler Capital Management first reported a position in URI in Q4 2016 and held it in 17 quarters. The position peaked at $16.3M in Q3 2021. 1,529 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Sandler Capital Management reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Sandler Capital Management sold 1,381 United Rentals shares in Q4 2025, an estimated $1.32M.
  • Sandler Capital Management first reported a position in United Rentals in Q4 2016 and held it in 17 quarters.
  • Sandler Capital Management's United Rentals position peaked at $16.3M in Q3 2021.
  • 1,529 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Sandler Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.