Stevens Capital Management’s United Rentals URI Stock Holding History

Stevens Capital Management’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	–	Sell	-927	Closed	-$675K	–	317
2026 Q1	$675K	Buy	+927	New	+$779K	0.1%	110
2022 Q1	–	Sell	-9,847	Closed	-$3.27M	–	313
2021 Q4	$3.27M	Buy	+9,847	New	+$3.51M	0.75%	33
2021 Q3	–	Sell	-1,224	Closed	-$390K	–	266
2021 Q2	$390K	Buy	+1,224	New	+$395K	0.11%	140
2019 Q2	–	Sell	-12,383	Closed	-$1.42M	–	866
2019 Q1	$1.42M	Buy	+12,383	New	+$1.53M	0.06%	328
2016 Q4	–	Sell	-14,827	Closed	-$1.16M	–	1120
2016 Q3	$1.16M	Buy	+14,827	New	+$1.14M	0.05%	379
2015 Q3	–	Sell	-6,968	Closed	-$611K	–	1227
2015 Q2	$611K	Buy	+6,968	New	+$667K	0.02%	563
2015 Q1	–	Sell	-40,031	Closed	-$4.08M	–	1248
2014 Q4	$4.08M	Buy	40,031 +28,887	+259%	+$3.1M	0.14%	187
2014 Q3	$1.24M	Sell	11,144 -4,289	-28%	-$482K	0.04%	414
2014 Q2	$1.62M	Buy	+15,433	New	+$1.51M	0.04%	403

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stevens Capital Management's URI Position: Q2 2026 in Review

Stevens Capital Management sold out of United Rentals (URI) in Q2 2026, closing a stake of 927 shares — an estimated $675K sold.

Stevens Capital Management first reported a position in URI in Q2 2014 and held it in 9 quarters. The position peaked at $4.08M in Q4 2014. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Stevens Capital Management reported no remaining United Rentals position as of Q2 2026 after selling out during the quarter.
Stevens Capital Management sold 927 United Rentals shares in Q2 2026, an estimated $675K.
Stevens Capital Management first reported a position in United Rentals in Q2 2014 and held it in 9 quarters.
Stevens Capital Management's United Rentals position peaked at $4.08M in Q4 2014.
1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Stevens Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.