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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
Q2 		$1.12M Sell
990
-118
-11% -$112K 0.06% 230
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waterloo Capital's URI Position: Q2 2026 in Review

Waterloo Capital reduced its United Rentals (URI) stake by 11% in Q2 2026, selling an estimated $112K and leaving 990 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #230.

Waterloo Capital first reported a position in URI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.62M in Q3 2025. 1,589 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Waterloo Capital held 990 shares of United Rentals worth $1.12M as of Q2 2026.
  • Waterloo Capital sold 118 United Rentals shares in Q2 2026, an estimated $112K.
  • United Rentals made up 0.06% of Waterloo Capital's portfolio in Q2 2026, its #230 holding.
  • Waterloo Capital first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • Waterloo Capital's United Rentals position peaked at $4.62M in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.