SIC
URI icon

Sigma Investment Counselors’s United Rentals URI Stock Holding History

Sigma Investment Counselors’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 		$10.7M Sell
9,422
-667
-7% -$635K 0.52% 37
2026
Q1 		$7.35M Sell
10,089
-587
-5% -$493K 0.39% 45
2025
Q4 		$8.64M Sell
10,676
-152
-1% -$132K 0.44% 45
2025
Q3 		$10.3M Sell
10,828
-91
-0.8% -$81.1K 0.54% 38
2025
Q2 		$8.23M Buy
10,919
+483
+5% +$323K 0.45% 44
2025
Q1 		$6.54M Sell
10,436
-499
-5% -$343K 0.4% 48
2024
Q4 		$7.7M Sell
10,935
-1,851
-14% -$1.5M 0.45% 44
2024
Q3 		$10.4M Buy
12,786
+54
+0.4% +$38.8K 0.61% 36
2024
Q2 		$8.23M Buy
12,732
+402
+3% +$267K 0.52% 42
2024
Q1 		$8.89M Sell
12,330
-33
-0.3% -$21.2K 0.57% 36
2023
Q4 		$7.09M Sell
12,363
-22
-0.2% -$10.4K 0.5% 44
2023
Q3 		$5.51M Sell
12,385
-210
-2% -$96.1K 0.42% 48
2023
Q2 		$5.61M Buy
12,595
+690
+6% +$256K 0.41% 50
2023
Q1 		$4.71M Sell
11,905
-342
-3% -$144K 0.37% 51
2022
Q4 		$4.35M Sell
12,247
-146
-1% -$48K 0.36% 49
2022
Q3 		$3.35M Sell
12,393
-69
-0.6% -$20.1K 0.29% 57
2022
Q2 		$3.03M Buy
12,462
+381
+3% +$112K 0.25% 61
2022
Q1 		$4.29M Buy
12,081
+47
+0.4% +$15.3K 0.31% 55
2021
Q4 		$4M Buy
12,034
+148
+1% +$52.8K 0.28% 57
2021
Q3 		$4.17M Buy
11,886
+507
+4% +$170K 0.31% 54
2021
Q2 		$3.63M Buy
11,379
+155
+1% +$50.1K 0.27% 62
2021
Q1 		$3.7M Buy
11,224
+384
+4% +$109K 0.3% 60
2020
Q4 		$2.51M Buy
+10,840
New +$2.29M 0.22% 71

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 $3.38T AUM 44.17% 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

Sigma Investment Counselors's URI Position: Q2 2026 in Review

Sigma Investment Counselors reduced its United Rentals (URI) stake by 6.6% in Q2 2026, selling an estimated $635K and leaving 9,422 shares worth $10.7M. The position accounts for 0.52% of the portfolio, ranked #37.

Sigma Investment Counselors first reported a position in URI in Q4 2020 and has held it in 23 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Sigma Investment Counselors held 9,422 shares of United Rentals worth $10.7M as of Q2 2026.
  • Sigma Investment Counselors sold 667 United Rentals shares in Q2 2026, an estimated $635K.
  • United Rentals made up 0.52% of Sigma Investment Counselors's portfolio in Q2 2026, its #37 holding.
  • Sigma Investment Counselors first reported a position in United Rentals in Q4 2020 and has held it in 23 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.