Waterloo Capital’s United Rentals URI Stock Holding History

Waterloo 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 Q1	$808K	Sell	1,108 -3,683	-77%	-$3.09M	0.06%	235
2025 Q4	$3.88M	Sell	4,791 -43	-0.9%	-$37.3K	0.28%	83
2025 Q3	$4.62M	Buy	4,834 +35	+0.7%	+$31.2K	0.34%	68
2025 Q2	$3.62M	Buy	4,799 +142	+3%	+$95K	0.29%	83
2025 Q1	$2.92M	Buy	4,657 +218	+5%	+$150K	0.27%	97
2024 Q4	$3.13M	Sell	4,439 -32	-0.7%	-$26K	0.33%	81
2024 Q3	$3.62M	Sell	4,471 -345	-7%	-$248K	0.4%	64
2024 Q2	$3.11M	Buy	4,816 +26	+0.5%	+$17.3K	0.37%	69
2024 Q1	$3.45M	Buy	4,790 +170	+4%	+$109K	0.44%	53
2023 Q4	$2.65M	Buy	+4,620	New	+$2.18M	0.43%	54

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

Waterloo Capital's URI Position: Q1 2026 in Review

Waterloo Capital reduced its United Rentals (URI) stake by 77% in Q1 2026, selling an estimated $3.09M and leaving 1,108 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #235.

Waterloo Capital first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.62M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Waterloo Capital held 1,108 shares of United Rentals worth $808K as of Q1 2026.
Waterloo Capital sold 3,683 United Rentals shares in Q1 2026, an estimated $3.09M.
United Rentals made up 0.06% of Waterloo Capital's portfolio in Q1 2026, its #235 holding.
Waterloo Capital first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
Waterloo Capital's United Rentals position peaked at $4.62M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.