United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionEverhart Financial Group, Inc.
Latest Disclosed Ownership712 shares
Latest Disclosed Value $ 518,735
Everhart Financial Group, Inc. reports 1.25% decrease in ownership of URI / United Rentals, Inc.

On April 9, 2026 - Everhart Financial Group, Inc. filed a 13F-HR form disclosing ownership of 712 shares of United Rentals, Inc. (MX:URI) valued at $518,735 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 721 shares of United Rentals, Inc.. This represents a change in shares of -1.25% 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)
2026-04-09 2026-03-31 13F UNITED RENTALS COM 911363109 712 -9 -1.25 519 -11.15 0.0442
2026-01-07 2025-12-31 13F UNITED RENTALS COM 911363109 721 2 0.28 584 -15.01 0.0540
2025-11-04 2025-09-30 13F UNITED RENTALS COM 911363109 719 141 24.39 686 57.70 0.0688
2025-08-07 2025-06-30 13F UNITED RENTALS COM 911363109 578 27 4.90 435 26.09 0.0503
2025-04-16 2025-03-31 13F UNITED RENTALS COM 911363109 551 28 5.35 345 -6.25 0.0472
2025-01-30 2024-12-31 13F UNITED RENTALS COM 911363109 523 3 0.58 368 -12.59 0.0758
2024-11-04 2024-09-30 13F UNITED RENTALS COM 911363109 520 -19 -3.53 421 20.98 0.0933
2024-07-24 2024-06-30 13F UNITED RENTALS COM 911363109 539 -13 -2.36 349 -12.56 0.0905
2024-05-13 2024-03-31 13F UNITED RENTALS COM 911363109 552 20 3.76 398 30.49 0.1159
2024-01-12 2023-12-31 13F UNITED RENTALS COM 911363109 532 0 0.00 305 29.24 0.1081
2023-10-25 2023-09-30 13F UNITED RENTALS COM 911363109 532 0 0.00 237 0.00 0.1003
2023-07-13 2023-06-30 13F UNITED RENTALS COM 911363109 532 3 0.57 237 12.92 0.0980
2023-04-25 2023-03-31 13F UNITED RENTALS COM 911363109 529 529 209 0.0939
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.