Steel Grove Capital Advisors’s United Rentals URI Stock Holding History

Steel Grove Capital 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	$494K	Buy	678 +1	+0.1%	+$840	0.05%	140
2025 Q4	$548K	Hold	677	–	–	0.06%	115
2025 Q3	$510K	Hold	677	–	–	0.06%	124
2025 Q2	$510K	Buy	677 +31	+5%	+$20.7K	0.06%	125
2025 Q1	$405K	Buy	646 +246	+62%	+$169K	0.06%	122
2024 Q4	$282K	Buy	+400	New	+$325K	0.04%	151
2024 Q3	–	Sell	-600	Closed	-$388K	–	191
2024 Q2	$388K	Hold	600	–	–	0.05%	130
2024 Q1	$433K	Hold	600	–	–	0.06%	133
2023 Q4	$344K	Sell	600 -5	-0.8%	-$2.36K	0.05%	130
2023 Q3	$269K	Buy	605 +5	+0.8%	+$2.29K	0.04%	152
2023 Q2	$267K	Hold	600	–	–	0.03%	152
2023 Q1	$237K	Hold	600	–	–	0.03%	164
2022 Q4	$213K	Buy	+600	New	+$197K	0.03%	162
2022 Q2	–	Sell	-600	Closed	-$213K	–	155
2022 Q1	$213K	Buy	+600	New	+$196K	0.03%	146
2021 Q4	–	Sell	-600	Closed	-$211K	–	158
2021 Q3	$211K	Buy	+600	New	+$201K	0.05%	138

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

Steel Grove Capital Advisors's URI Position: Q1 2026 in Review

Steel Grove Capital Advisors increased its United Rentals (URI) stake by 0.15% in Q1 2026, buying an estimated $840 and bringing the position to 678 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #140.

Steel Grove Capital Advisors first reported a position in URI in Q3 2021 and has held it in 15 quarters since. The position peaked at $548K in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Steel Grove Capital Advisors held 678 shares of United Rentals worth $494K as of Q1 2026.
Steel Grove Capital Advisors bought 1 United Rentals share in Q1 2026, an estimated $840.
United Rentals made up 0.05% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #140 holding.
Steel Grove Capital Advisors first reported a position in United Rentals in Q3 2021 and has held it in 15 quarters since.
Steel Grove Capital Advisors's United Rentals position peaked at $548K in Q4 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.