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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Badgley Phelps Wealth Managers's URI Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its United Rentals (URI) stake by 1.1% in Q1 2026, buying an estimated $174K and bringing the position to 19,782 shares worth $14.4M. The position accounts for 0.29% of the portfolio, ranked #90.

Badgley Phelps Wealth Managers first reported a position in URI in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.3M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Badgley Phelps Wealth Managers held 19,782 shares of United Rentals worth $14.4M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 207 United Rentals shares in Q1 2026, an estimated $174K.
  • United Rentals made up 0.29% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #90 holding.
  • Badgley Phelps Wealth Managers first reported a position in United Rentals in Q4 2023 and has held it in 10 quarters since.
  • Badgley Phelps Wealth Managers's United Rentals position peaked at $18.3M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.