United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionParagon Private Wealth Management, LLC
Latest Disclosed Ownership2,008 shares
Latest Disclosed Value $ 1,462,909
Paragon Private Wealth Management, LLC reports 5.08% increase in ownership of URI / United Rentals, Inc.

On May 19, 2026 - Paragon Private Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,008 shares of United Rentals, Inc. (MX:URI) valued at $1,462,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,911 shares of United Rentals, Inc.. This represents a change in shares of 5.08% 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)
2026-05-19 2026-03-31 13F UNITED RENTALS COM 911363109 2,008 97 5.08 1,463 -5.43 0.3479
2026-02-11 2025-12-31 13F UNITED RENTALS COM 911363109 1,911 -28 -1.44 1,547 -16.48 0.4749
2025-11-03 2025-09-30 13F UNITED RENTALS COM 911363109 1,939 487 33.54 1,851 69.35 0.6067
2025-08-14 2025-06-30 13F UNITED RENTALS COM 911363109 1,452 330 29.41 1,094 55.48 0.4357
2025-05-15 2025-03-31 13F UNITED RENTALS COM 911363109 1,122 136 13.79 703 1.30 0.3266
2025-02-07 2024-12-31 13F UNITED RENTALS COM 911363109 986 119 13.73 695 -1.14 0.3206
2024-11-07 2024-09-30 13F UNITED RENTALS COM 911363109 867 61 7.57 702 34.74 0.3479
2024-08-12 2024-06-30 13F UNITED RENTALS COM 911363109 806 -41 -4.84 521 -14.59 0.2945
2024-05-13 2024-03-31 13F UNITED RENTALS COM 911363109 847 139 19.63 611 50.62 0.3633
2024-02-09 2023-12-31 13F UNITED RENTALS COM 911363109 708 46 6.95 406 37.76 0.2828
2023-11-13 2023-09-30 13F UNITED RENTALS COM 911363109 662 28 4.42 294 4.26 0.2431
2023-08-03 2023-06-30 13F UNITED RENTALS COM 911363109 634 0 0.00 282 12.80 0.2246
2023-04-17 2023-03-31 13F UNITED RENTALS COM 911363109 634 0 0.00 251 11.11 0.2116
2023-02-13 2022-12-31 13F UNITED RENTALS COM 911363109 634 634 225 0.2033
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.