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Wedgewood Partners’s United Rentals URI Stock Holding History

Wedgewood Partners’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 		$18.4M Sell
25,192
-1,322
-5% -$1.11M 3.79% 12
2025
Q4 		$21.5M Sell
26,514
-411
-2% -$357K 4.01% 10
2025
Q3 		$25.7M Buy
26,925
+862
+3% +$768K 4.69% 11
2025
Q2 		$22.6M Buy
26,063
+1,234
+5% +$825K 4.39% 11
2025
Q1 		$17.7M Buy
+24,829
New +$17.1M 3.57% 13

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

Wedgewood Partners's URI Position: Q1 2026 in Review

Wedgewood Partners reduced its United Rentals (URI) stake by 5% in Q1 2026, selling an estimated $1.11M and leaving 25,192 shares worth $18.4M. The position accounts for 3.79% of the portfolio, ranked #12.

Wedgewood Partners first reported a position in URI in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.7M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Wedgewood Partners held 25,192 shares of United Rentals worth $18.4M as of Q1 2026.
  • Wedgewood Partners sold 1,322 United Rentals shares in Q1 2026, an estimated $1.11M.
  • United Rentals made up 3.79% of Wedgewood Partners's portfolio in Q1 2026, its #12 holding.
  • Wedgewood Partners first reported a position in United Rentals in Q1 2025 and has held it in 5 quarters since.
  • Wedgewood Partners's United Rentals position peaked at $25.7M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Wedgewood Partners's 13F filing for Q1 2026, filed 15 May 2026.