SummitTX Capital’s United Rentals URI Stock Holding History

SummitTX Capital’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	-23,110	Closed	-$18.7M	–	980
2025 Q4	$18.7M	Buy	23,110 +16,765	+264%	+$14.6M	0.56%	31
2025 Q3	$6.06M	Sell	6,345 -3,434	-35%	-$3.06M	0.25%	94
2025 Q2	$7.37M	Buy	9,779 +1,067	+12%	+$714K	0.32%	71
2025 Q1	$5.46M	Buy	+8,712	New	+$5.99M	0.24%	106

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

SummitTX Capital's URI Position: Q1 2026 in Review

SummitTX Capital sold out of United Rentals (URI) in Q1 2026, closing a stake of 23,110 shares — an estimated $18.7M sold.

SummitTX Capital first reported a position in URI in Q1 2025 and held it in 4 quarters. The position peaked at $18.7M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

SummitTX Capital reported no remaining United Rentals position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 23,110 United Rentals shares in Q1 2026, an estimated $18.7M.
SummitTX Capital first reported a position in United Rentals in Q1 2025 and held it in 4 quarters.
SummitTX Capital's United Rentals position peaked at $18.7M in Q4 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.