Thompson Siegel & Walmsley’s United Rentals URI Stock Holding History

Thompson Siegel & Walmsley’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	$5.23M	Sell	7,180 -700	-9%	-$588K	0.09%	218
2025 Q4	$6.38M	Buy	7,880 +6,300	+399%	+$5.47M	0.11%	194
2025 Q3	$1.51M	Sell	1,580 -700	-31%	-$624K	0.02%	283
2025 Q2	$1.72M	Buy	2,280 +380	+20%	+$254K	0.03%	271
2025 Q1	$1.19M	Buy	+1,900	New	+$1.31M	0.02%	275
2022 Q2	–	Sell	-4	Closed	-$1K	–	628
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	623
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	643
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	712
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	733
2021 Q1	$1K	Buy	+4	New	+$1.13K	﹤0.01%	740
2016 Q4	–	Sell	-220	Closed	-$17K	–	909
2016 Q3	$17K	Hold	220	–	–	﹤0.01%	596
2016 Q2	$15K	Hold	220	–	–	﹤0.01%	595
2016 Q1	$14K	Sell	220 -1,885	-90%	-$105K	﹤0.01%	566
2015 Q4	$153K	Sell	2,105 -16,785	-89%	-$1.21M	﹤0.01%	388
2015 Q3	$1.13M	Sell	18,890 -46,555	-71%	-$3.23M	0.02%	274
2015 Q2	$5.73M	Buy	+65,445	New	+$6.27M	0.1%	231
2013 Q3	–	Sell	-9,650	Closed	-$482K	–	670
2013 Q2	$482K	Buy	+9,650	New	+$514K	0.01%	331

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

Thompson Siegel & Walmsley's URI Position: Q1 2026 in Review

Thompson Siegel & Walmsley reduced its United Rentals (URI) stake by 8.9% in Q1 2026, selling an estimated $588K and leaving 7,180 shares worth $5.23M. The position accounts for 0.09% of the portfolio, ranked #218.

Thompson Siegel & Walmsley first reported a position in URI in Q2 2013 and has held it in 17 quarters since. The position peaked at $6.38M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Thompson Siegel & Walmsley held 7,180 shares of United Rentals worth $5.23M as of Q1 2026.
Thompson Siegel & Walmsley sold 700 United Rentals shares in Q1 2026, an estimated $588K.
United Rentals made up 0.09% of Thompson Siegel & Walmsley's portfolio in Q1 2026, its #218 holding.
Thompson Siegel & Walmsley first reported a position in United Rentals in Q2 2013 and has held it in 17 quarters since.
Thompson Siegel & Walmsley's United Rentals position peaked at $6.38M in Q4 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2026, filed 11 May 2026.