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Tortoise Investment Management’s United Rentals URI Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-104
Closed -$99.3K – 1383
2025
Q3 		$99.3K Buy
104
+1
+1% +$891 0.01% 307
2025
Q2 		$77.6K Buy
103
+3
+3% +$2.01K 0.01% 324
2025
Q1 		$62.7K Hold
100
– – 0.01% 343
2024
Q4 		$70.4K Hold
100
– – 0.01% 360
2024
Q3 		$81K Hold
100
– – 0.01% 339
2024
Q2 		$64.7K Hold
100
– – 0.01% 358
2024
Q1 		$72.1K Buy
+100
New +$64.2K 0.01% 332

Other funds holding URI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tortoise Investment Management's URI Position: Q4 2025 in Review

Tortoise Investment Management sold out of United Rentals (URI) in Q4 2025, closing a stake of 104 shares — an estimated $99.3K sold.

Tortoise Investment Management first reported a position in URI in Q1 2024 and held it in 7 quarters. The position peaked at $99.3K in Q3 2025. 1,532 funds tracked by Wall St. Rank hold URI as of Q4 2025.

  • Tortoise Investment Management reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 104 United Rentals shares in Q4 2025, an estimated $99.3K.
  • Tortoise Investment Management first reported a position in United Rentals in Q1 2024 and held it in 7 quarters.
  • Tortoise Investment Management's United Rentals position peaked at $99.3K in Q3 2025.
  • 1,532 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.