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Basecamp Wealth Advisors’s United Rentals URI Stock Holding History

Basecamp Wealth Advisors’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 		$708K Buy
625
+12
+2% +$11.4K 0.13% 89
2026
Q1 		$447K Sell
613
-12
-2% -$10.1K 0.09% 133
2025
Q4 		$506K Buy
+625
New +$542K 0.11% 110

Other funds holding URI

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basecamp Wealth Advisors's URI Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its United Rentals (URI) stake by 2% in Q2 2026, buying an estimated $11.4K and bringing the position to 625 shares worth $708K. The position accounts for 0.13% of the portfolio, ranked #89.

Basecamp Wealth Advisors first reported a position in URI in Q4 2025 and has held it in 3 quarters since. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Basecamp Wealth Advisors held 625 shares of United Rentals worth $708K as of Q2 2026.
  • Basecamp Wealth Advisors bought 12 United Rentals shares in Q2 2026, an estimated $11.4K.
  • United Rentals made up 0.13% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Basecamp Wealth Advisors first reported a position in United Rentals in Q4 2025 and has held it in 3 quarters since.
  • 1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.