United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionAscent Wealth Partners, LLC
Latest Disclosed Ownership398 shares
Latest Disclosed Value $ 289,967
Ascent Wealth Partners, LLC reports 2.93% decrease in ownership of URI / United Rentals, Inc.

On May 6, 2026 - Ascent Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 398 shares of United Rentals, Inc. (MX:URI) valued at $289,967 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 410 shares of United Rentals, Inc.. This represents a change in shares of -2.93% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F UNITED RENTALS COM 911363109 398 -12 -2.93 290 -12.69 0.0337
2026-02-02 2025-12-31 13F UNITED RENTALS COM 911363109 410 -77 -15.81 332 -28.66 0.0382
2025-10-21 2025-09-30 13F UNITED RENTALS COM 911363109 487 0 0.00 465 26.78 0.0539
2025-08-12 2025-06-30 13F UNITED RENTALS COM 911363109 487 -107 -18.01 367 -1.61 0.0453
2025-05-02 2025-03-31 13F UNITED RENTALS COM 911363109 594 61 11.44 372 -0.80 0.0499
2025-02-04 2024-12-31 13F UNITED RENTALS COM 911363109 533 -2 -0.37 375 -13.39 0.0506
2024-10-31 2024-09-30 13F UNITED RENTALS COM 911363109 535 -20 -3.60 433 20.95 0.0604
2024-07-31 2024-06-30 13F UNITED RENTALS COM 911363109 555 121 27.88 359 14.74 0.0526
2024-05-01 2024-03-31 13F UNITED RENTALS COM 911363109 434 -129 -22.91 313 -3.11 0.0465
2024-01-22 2023-12-31 13F UNITED RENTALS COM 911363109 563 8 1.44 323 30.89 0.0527
2023-10-20 2023-09-30 13F UNITED RENTALS COM 911363109 555 555 247 0.0454
2020-04-29 2020-03-31 13F United Rentals COM 911363109 0 -5,801 -100.00 0 -100.00
2020-01-29 2019-12-31 13F United Rentals COM 911363109 5,801 34 0.59 967 34.49 0.2750
2019-10-22 2019-09-30 13F United Rentals COM 911363109 5,767 8 0.14 719 -5.89 0.2201
2019-07-30 2019-06-30 13F United Rentals COM 911363109 5,759 318 5.84 764 22.83 0.2361
2019-05-13 2019-03-31 13F United Rentals Equity 911363109 5,441 501 10.14 622 22.92 0.2025
2019-02-13 2018-12-31 13F United Rentals Equity 911363109 4,940 102 2.11 506 -36.11 0.1977
2019-08-21 2018-09-30 13F United Rentals COM 911363109 4,838 -10 -0.21 792 10.61 0.2526
2019-08-21 2018-06-30 13F United Rentals COM 911363109 4,848 -61 -1.24 716 -15.57 0.2518
2019-08-21 2018-03-31 13F United Rentals COM 911363109 4,909 -1 -0.02 848 0.47 0.3083
2019-08-21 2017-12-31 13F United Rentals COM 911363109 4,910 94 1.95 844 26.16 0.3142
2019-08-21 2017-09-30 13F United Rentals COM 911363109 4,816 29 0.61 669 23.89 0.2678
2019-08-21 2017-06-30 13F United Rentals COM 911363109 4,787 1,192 33.16 540 20.00 0.2322
2019-08-21 2017-03-31 13F United Rentals COM 911363109 3,595 50 1.41 450 20.32 0.2031
2019-08-21 2016-12-31 13F United Rentals COM 911363109 3,545 3,545 15.47 374 81.55 0.1834
2019-08-21 2016-09-30 13F United Rentals COM 911363109 0 -3,070 -100.00 0 -100.00
2019-08-21 2016-06-30 13F United Rentals COM 911363109 3,070 3,070 206 0.1067
2019-08-21 2016-03-31 13F United Rentals COM 911363109 0 -12,415 -100.00 0 -100.00
2019-08-21 2015-12-31 13F United Rentals COM 911363109 12,415 125 1.02 900 21.95 0.5021
2019-08-21 2015-09-30 13F United Rentals COM 911363109 12,290 3,245 35.88 738 -6.94 0.4406
2019-08-21 2015-06-30 13F United Rentals COM 911363109 9,045 -635 -6.56 793 -10.19 0.4362
2019-08-21 2015-03-31 13F United Rentals COM 911363109 9,680 1,810 23.00 883 9.96 0.4830
2019-08-21 2014-12-31 13F United Rentals COM 911363109 7,870 320 4.24 803 -4.29 0.4715
2019-08-21 2014-09-30 13F United Rentals COM 911363109 7,550 -30 -0.40 839 5.67 0.5329
2019-08-21 2014-06-30 13F United Rentals COM 911363109 7,580 55 0.73 794 11.05 0.5017
2019-08-22 2014-03-31 13F United Rentals COM 911363109 7,525 375 5.24 715 28.37 0.4905
2019-08-22 2013-12-31 13F United Rentals COM 911363109 7,150 7,150 557 0.3949
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.