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Stephens Inc’s United Rentals URI Stock Holding History

Stephens Inc’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 		– Sell
-336
Closed -$272K – 1388
2025
Q4 		$272K Sell
336
-27
-7% -$23.4K ﹤0.01% 1081
2025
Q3 		$347K Buy
363
+42
+13% +$37.4K ﹤0.01% 978
2025
Q2 		$242K Buy
+321
New +$215K ﹤0.01% 1101
2019
Q4 		– Sell
-9,878
Closed -$1.23M – 1199
2019
Q3 		$1.23M Sell
9,878
-265
-3% -$32.1K 0.03% 504
2019
Q2 		$1.34M Sell
10,143
-1,079
-10% -$137K 0.03% 502
2019
Q1 		$1.28M Buy
11,222
+522
+5% +$64.5K 0.03% 507
2018
Q4 		$1.1M Buy
+10,700
New +$1.29M 0.03% 503
2016
Q2 		– Sell
-19,316
Closed -$1.2M – 789
2016
Q1 		$1.2M Buy
+19,316
New +$1.07M 0.06% 311

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Stephens Inc's URI Position: Q1 2026 in Review

Stephens Inc sold out of United Rentals (URI) in Q1 2026, closing a stake of 336 shares — an estimated $272K sold.

Stephens Inc first reported a position in URI in Q1 2016 and held it in 8 quarters. The position peaked at $1.34M in Q2 2019. 1,462 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Stephens Inc reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 336 United Rentals shares in Q1 2026, an estimated $272K.
  • Stephens Inc first reported a position in United Rentals in Q1 2016 and held it in 8 quarters.
  • Stephens Inc's United Rentals position peaked at $1.34M in Q2 2019.
  • 1,462 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.