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Swan Capital’s United Rentals URI Stock Holding History

Swan 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
Q2 		$4.53K Hold
4
– – ﹤0.01% 279
2026
Q1 		$2.91K Hold
4
– – ﹤0.01% 317
2025
Q4 		$3.24K Hold
4
– – ﹤0.01% 279
2025
Q3 		$3.82K Hold
4
– – ﹤0.01% 248
2025
Q2 		$3.01K Hold
4
– – ﹤0.01% 289
2025
Q1 		$2.51K Hold
4
– – ﹤0.01% 227
2024
Q4 		$2.82K Hold
4
– – ﹤0.01% 209
2024
Q3 		$3.24K Hold
4
– – ﹤0.01% 199
2024
Q2 		$2.59K Buy
+4
New +$2.66K ﹤0.01% 189

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

Swan Capital's URI Position: Q2 2026 in Review

Swan Capital held its United Rentals (URI) position steady in Q2 2026 at 4 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Swan Capital first reported a position in URI in Q2 2024 and has held it in 9 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Swan Capital held 4 shares of United Rentals worth $4.53K as of Q2 2026.
  • Swan Capital left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #279 holding.
  • Swan Capital first reported a position in United Rentals in Q2 2024 and has held it in 9 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.