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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sigma Investment Counselors's URI Position: Q1 2026 in Review

Sigma Investment Counselors reduced its United Rentals (URI) stake by 5.5% in Q1 2026, selling an estimated $493K and leaving 10,089 shares worth $7.35M. The position accounts for 0.39% of the portfolio, ranked #45.

Sigma Investment Counselors first reported a position in URI in Q4 2020 and has held it in 22 quarters since. The position peaked at $10.4M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Sigma Investment Counselors held 10,089 shares of United Rentals worth $7.35M as of Q1 2026.
  • Sigma Investment Counselors sold 587 United Rentals shares in Q1 2026, an estimated $493K.
  • United Rentals made up 0.39% of Sigma Investment Counselors's portfolio in Q1 2026, its #45 holding.
  • Sigma Investment Counselors first reported a position in United Rentals in Q4 2020 and has held it in 22 quarters since.
  • Sigma Investment Counselors's United Rentals position peaked at $10.4M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.