Verdence Capital Advisors’s United Rentals URI Stock Holding History

Verdence Capital Advisors’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	$6.72M	Buy	9,227 +1,321	+17%	+$1.11M	0.39%	52
2025 Q4	$6.4M	Buy	7,906 +126	+2%	+$109K	0.38%	58
2025 Q3	$7M	Sell	7,780 -306	-4%	-$273K	0.4%	55
2025 Q2	$6.09M	Buy	8,086 +929	+13%	+$621K	0.42%	54
2025 Q1	$4.49M	Buy	7,157 +457	+7%	+$314K	0.34%	71
2024 Q4	$4.72M	Buy	6,700 +60	+0.9%	+$48.8K	0.38%	61
2024 Q3	$5.38M	Buy	6,640 +1,643	+33%	+$1.18M	0.43%	54
2024 Q2	$3.23M	Buy	4,997 +4,546	+1,008%	+$3.02M	0.29%	88
2024 Q1	$325K	Buy	451 +2	+0.4%	+$1.28K	0.03%	462
2023 Q4	$257K	Buy	+449	New	+$212K	0.02%	503

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

Verdence Capital Advisors's URI Position: Q1 2026 in Review

Verdence Capital Advisors increased its United Rentals (URI) stake by 17% in Q1 2026, buying an estimated $1.11M and bringing the position to 9,227 shares worth $6.72M. The position accounts for 0.39% of the portfolio, ranked #52.

Verdence Capital Advisors first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $7M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Verdence Capital Advisors held 9,227 shares of United Rentals worth $6.72M as of Q1 2026.
Verdence Capital Advisors bought 1,321 United Rentals shares in Q1 2026, an estimated $1.11M.
United Rentals made up 0.39% of Verdence Capital Advisors's portfolio in Q1 2026, its #52 holding.
Verdence Capital Advisors first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
Verdence Capital Advisors's United Rentals position peaked at $7M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.