Badgley Phelps Wealth Managers’s United Rentals URI Stock Holding History

Badgley Phelps Wealth Managers’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 Q2	$22.7M	Buy	20,069 +287	+1%	+$273K	0.4%	62
2026 Q1	$14.4M	Buy	19,782 +207	+1%	+$174K	0.29%	90
2025 Q4	$15.8M	Buy	19,575 +422	+2%	+$366K	0.29%	85
2025 Q3	$18.3M	Buy	19,153 +668	+4%	+$595K	0.38%	69
2025 Q2	$13.9M	Buy	18,485 +297	+2%	+$199K	0.31%	86
2025 Q1	$11.4M	Buy	18,188 +402	+2%	+$276K	0.28%	99
2024 Q4	$12.5M	Buy	17,786 +731	+4%	+$594K	0.29%	90
2024 Q3	$13.8M	Buy	17,055 +1,461	+9%	+$1.05M	0.32%	86
2024 Q2	$10.1M	Buy	15,594 +484	+3%	+$322K	0.25%	101
2024 Q1	$10.9M	Buy	15,110 +5,265	+53%	+$3.38M	0.27%	98
2023 Q4	$5.65M	Buy	+9,845	New	+$4.64M	0.15%	110

Other funds holding URI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Badgley Phelps Wealth Managers's URI Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its United Rentals (URI) stake by 1.5% in Q2 2026, buying an estimated $273K and bringing the position to 20,069 shares worth $22.7M. The position accounts for 0.4% of the portfolio, ranked #62.

Badgley Phelps Wealth Managers first reported a position in URI in Q4 2023 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Badgley Phelps Wealth Managers held 20,069 shares of United Rentals worth $22.7M as of Q2 2026.
Badgley Phelps Wealth Managers bought 287 United Rentals shares in Q2 2026, an estimated $273K.
United Rentals made up 0.4% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #62 holding.
Badgley Phelps Wealth Managers first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.