Whittier Trust’s United Rentals URI Stock Holding History

Whittier Trust’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	$45.4M	Buy	61,612 +204	+0.3%	+$171K	0.51%	48
2025 Q4	$54.8M	Buy	61,408 +1,529	+3%	+$1.33M	0.59%	39
2025 Q3	$58.7M	Buy	59,879 +1,430	+2%	+$1.27M	0.67%	31
2025 Q2	$44M	Buy	58,449 +3,814	+7%	+$2.55M	0.53%	43
2025 Q1	$34.2M	Buy	54,635 +133	+0.2%	+$91.4K	0.48%	47
2024 Q4	$38.4M	Buy	54,502 +174	+0.3%	+$141K	0.51%	45
2024 Q3	$44M	Buy	54,328 +980	+2%	+$705K	0.59%	41
2024 Q2	$34.5M	Buy	53,348 +1,762	+3%	+$1.17M	0.49%	46
2024 Q1	$37.2M	Buy	51,586 +959	+2%	+$615K	0.54%	45
2023 Q4	$29M	Sell	50,627 -133	-0.3%	-$62.7K	0.47%	47
2023 Q3	$22.6M	Sell	50,760 -13,664	-21%	-$6.25M	0.4%	57
2023 Q2	$28.7M	Sell	64,424 -1,479	-2%	-$548K	0.5%	44
2023 Q1	$26.1M	Buy	65,903 +2,648	+4%	+$1.11M	0.47%	48
2022 Q4	$22.5M	Buy	63,255 +460	+0.7%	+$151K	0.44%	53
2022 Q3	$17M	Buy	62,795 +1,968	+3%	+$573K	0.36%	71
2022 Q2	$14.8M	Buy	60,827 +418	+0.7%	+$123K	0.3%	82
2022 Q1	$21.5M	Buy	60,409 +2,062	+4%	+$673K	0.36%	69
2021 Q4	$19.4M	Buy	58,347 +1,345	+2%	+$480K	0.32%	84
2021 Q3	$20M	Sell	57,002 -271	-0.5%	-$91K	0.36%	71
2021 Q2	$18.3M	Buy	57,273 +2,279	+4%	+$736K	0.33%	76
2021 Q1	$18.1M	Buy	54,994 +3,476	+7%	+$984K	0.35%	72
2020 Q4	$11.9M	Buy	51,518 +15,076	+41%	+$3.19M	0.26%	99
2020 Q3	$6.36M	Buy	36,442 +1,393	+4%	+$234K	0.15%	136
2020 Q2	$5.22M	Buy	35,049 +23,586	+206%	+$2.99M	0.15%	139
2020 Q1	$1.18M	Buy	11,463 +10,459	+1,042%	+$1.39M	0.04%	271
2019 Q4	$167K	Buy	1,004 +20	+2%	+$2.9K	﹤0.01%	595
2019 Q3	$123K	Hold	984	–	–	﹤0.01%	642
2019 Q2	$131K	Hold	984	–	–	﹤0.01%	607
2019 Q1	$112K	Hold	984	–	–	﹤0.01%	636
2018 Q4	$101K	Hold	984	–	–	﹤0.01%	631
2018 Q3	$161K	Hold	984	–	–	0.01%	541
2018 Q2	$145K	Sell	984 -60	-6%	-$9.8K	﹤0.01%	557
2018 Q1	$180K	Hold	1,044	–	–	0.01%	531
2017 Q4	$179K	Buy	1,044 +150	+17%	+$22.8K	0.01%	519
2017 Q3	$124K	Hold	894	–	–	﹤0.01%	569
2017 Q2	$101K	Hold	894	–	–	﹤0.01%	582
2017 Q1	$112K	Buy	894 +60	+7%	+$7.3K	﹤0.01%	568
2016 Q4	$88K	Hold	834	–	–	﹤0.01%	612
2016 Q3	$65K	Hold	834	–	–	﹤0.01%	659
2016 Q2	$56K	Hold	834	–	–	﹤0.01%	694
2016 Q1	$52K	Hold	834	–	–	﹤0.01%	713
2015 Q4	$60K	Buy	834 +634	+317%	+$45.8K	﹤0.01%	692
2015 Q3	$12K	Sell	200 -290	-59%	-$20.1K	﹤0.01%	932
2015 Q2	$43K	Buy	490 +290	+145%	+$27.8K	﹤0.01%	763
2015 Q1	$18K	Buy	+200	New	+$18K	﹤0.01%	905

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

Whittier Trust's URI Position: Q1 2026 in Review

Whittier Trust increased its United Rentals (URI) stake by 0.33% in Q1 2026, buying an estimated $171K and bringing the position to 61,612 shares worth $45.4M. The position accounts for 0.51% of the portfolio, ranked #48.

Whittier Trust first reported a position in URI in Q1 2015 and has held it in 45 quarters since. The position peaked at $58.7M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

Whittier Trust held 61,612 shares of United Rentals worth $45.4M as of Q1 2026.
Whittier Trust bought 204 United Rentals shares in Q1 2026, an estimated $171K.
United Rentals made up 0.51% of Whittier Trust's portfolio in Q1 2026, its #48 holding.
Whittier Trust first reported a position in United Rentals in Q1 2015 and has held it in 45 quarters since.
Whittier Trust's United Rentals position peaked at $58.7M in Q3 2025.
1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.