Waverton Investment Management’s United Rentals URI Stock Holding History

Waverton 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	-237,044	Closed	-$226M	–	90
2025 Q3	$226M	Buy	237,044 +4,575	+2%	+$4.08M	2.91%	19
2025 Q2	$175M	Buy	232,469 +6,817	+3%	+$4.56M	2.41%	21
2025 Q1	$141M	Buy	225,652 +11,197	+5%	+$7.7M	2.19%	21
2024 Q4	$151M	Buy	214,455 +3,867	+2%	+$3.14M	2.4%	22
2024 Q3	$170M	Buy	210,588 +2,497	+1%	+$1.8M	2.8%	18
2024 Q2	$135M	Sell	208,091 -6,234	-3%	-$4.14M	2.54%	18
2024 Q1	$154M	Buy	214,325 +1,832	+0.9%	+$1.18M	3.21%	16
2023 Q4	$122M	Buy	+212,493	New	+$100M	2.96%	17
2022 Q3	–	Sell	-35,597	Closed	-$8.65M	–	85
2022 Q2	$8.65M	Buy	35,597 +11,653	+49%	+$3.43M	0.34%	45
2022 Q1	$8.51M	Buy	23,944 +4,239	+22%	+$1.38M	0.29%	49
2021 Q4	$6.55M	Buy	+19,705	New	+$7.03M	0.21%	50

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Waverton Investment Management sold out of United Rentals (URI) in Q4 2025, closing a stake of 237,044 shares — an estimated $226M sold.

Waverton Investment Management first reported a position in URI in Q4 2021 and held it in 11 quarters. The position peaked at $226M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold URI as of Q4 2025.

Waverton Investment Management reported no remaining United Rentals position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 237,044 United Rentals shares in Q4 2025, an estimated $226M.
Waverton Investment Management first reported a position in United Rentals in Q4 2021 and held it in 11 quarters.
Waverton Investment Management's United Rentals position peaked at $226M in Q3 2025.
1,534 funds tracked by Wall St. Rank held United Rentals as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.