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 Q3	$20.3M	Buy	20,257 +188	+0.9%	+$201K	0.35%	72
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Badgley Phelps Wealth Managers's URI Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its United Rentals (URI) stake by 0.94% in Q3 2026, buying an estimated $201K and bringing the position to 20,257 shares worth $20.3M. The position accounts for 0.35% of the portfolio, ranked #72.

Badgley Phelps Wealth Managers first reported a position in URI in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.7M in Q2 2026. 837 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Badgley Phelps Wealth Managers held 20,257 shares of United Rentals worth $20.3M as of Q3 2026.
Badgley Phelps Wealth Managers bought 188 United Rentals shares in Q3 2026, an estimated $201K.
United Rentals made up 0.35% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #72 holding.
Badgley Phelps Wealth Managers first reported a position in United Rentals in Q4 2023 and has held it in 12 quarters since.
Badgley Phelps Wealth Managers's United Rentals position peaked at $22.7M in Q2 2026.
837 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.