SFE Investment Counsel’s United Rentals URI Stock Holding History

SFE Investment Counsel’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	$8.02M	Buy	11,013 +264	+2%	+$222K	1.26%	28
2025 Q4	$8.7M	Buy	10,749 +282	+3%	+$245K	1.33%	23
2025 Q3	$9.99M	Sell	10,467 -577	-5%	-$514K	1.6%	19
2025 Q2	$8.32M	Buy	11,044 +1,913	+21%	+$1.28M	1.47%	19
2025 Q1	$5.72M	Buy	9,131 +2,016	+28%	+$1.39M	1.14%	32
2024 Q4	$5.01M	Buy	7,115 +10	+0.1%	+$8.13K	1.06%	35
2024 Q3	$5.75M	Buy	7,105 +316	+5%	+$227K	1.2%	34
2024 Q2	$4.39M	Buy	6,789 +123	+2%	+$81.7K	0.97%	42
2024 Q1	$4.81M	Buy	6,666 +2,215	+50%	+$1.42M	1.09%	37
2023 Q4	$2.55M	Buy	4,451 +1,384	+45%	+$653K	0.66%	54
2023 Q3	$1.36M	Buy	+3,067	New	+$1.4M	0.4%	67

Other funds holding URI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SFE Investment Counsel's URI Position: Q1 2026 in Review

SFE Investment Counsel increased its United Rentals (URI) stake by 2.5% in Q1 2026, buying an estimated $222K and bringing the position to 11,013 shares worth $8.02M. The position accounts for 1.26% of the portfolio, ranked #28.

SFE Investment Counsel first reported a position in URI in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.99M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

SFE Investment Counsel held 11,013 shares of United Rentals worth $8.02M as of Q1 2026.
SFE Investment Counsel bought 264 United Rentals shares in Q1 2026, an estimated $222K.
United Rentals made up 1.26% of SFE Investment Counsel's portfolio in Q1 2026, its #28 holding.
SFE Investment Counsel first reported a position in United Rentals in Q3 2023 and has held it in 11 quarters since.
SFE Investment Counsel's United Rentals position peaked at $9.99M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.