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BCS Private Wealth Management’s United Rentals URI Stock Holding History

BCS Private Wealth Management’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 		$378K Hold
334
– – 0.11% 134
2026
Q1 		$243K Hold
334
– – 0.07% 167
2025
Q4 		$270K Hold
334
– – 0.09% 154
2025
Q3 		$319K Hold
334
– – 0.11% 127
2025
Q2 		$252K Buy
+334
New +$223K 0.09% 144

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

BCS Private Wealth Management's URI Position: Q2 2026 in Review

BCS Private Wealth Management held its United Rentals (URI) position steady in Q2 2026 at 334 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #134.

BCS Private Wealth Management first reported a position in URI in Q2 2025 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • BCS Private Wealth Management held 334 shares of United Rentals worth $378K as of Q2 2026.
  • BCS Private Wealth Management left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.11% of BCS Private Wealth Management's portfolio in Q2 2026, its #134 holding.
  • BCS Private Wealth Management first reported a position in United Rentals in Q2 2025 and has held it in 5 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.