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Trillium Asset Management’s United Rentals URI Stock Holding History

Trillium Asset 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
Q1 		$17.3M Buy
58,471
+34,442
+143% +$28.9M 0.58% 57
2025
Q4 		$19.9M Buy
24,029
+902
+4% +$783K 0.61% 53
2025
Q3 		$22.1M Buy
23,127
+1,474
+7% +$1.31M 0.58% 52
2025
Q2 		$16.3M Buy
21,653
+5,761
+36% +$3.85M 0.44% 72
2025
Q1 		$9.96M Buy
15,892
+3,193
+25% +$2.2M 0.29% 93
2024
Q4 		$8.95M Buy
+12,699
New +$10.3M 0.23% 99

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trillium Asset Management's URI Position: Q1 2026 in Review

Trillium Asset Management increased its United Rentals (URI) stake by 143% in Q1 2026, buying an estimated $28.9M and bringing the position to 58,471 shares worth $17.3M. The position accounts for 0.58% of the portfolio, ranked #57.

Trillium Asset Management first reported a position in URI in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.1M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Trillium Asset Management held 58,471 shares of United Rentals worth $17.3M as of Q1 2026.
  • Trillium Asset Management bought 34,442 United Rentals shares in Q1 2026, an estimated $28.9M.
  • United Rentals made up 0.58% of Trillium Asset Management's portfolio in Q1 2026, its #57 holding.
  • Trillium Asset Management first reported a position in United Rentals in Q4 2024 and has held it in 6 quarters since.
  • Trillium Asset Management's United Rentals position peaked at $22.1M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Trillium Asset Management's 13F filing for Q1 2026, filed 11 May 2026.