BFSG LLC’s United Rentals URI Stock Holding History

BFSG LLC’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	$4.53K	Hold	4	–	–	﹤0.01%	633
2026 Q1	$2.92K	Hold	4	–	–	﹤0.01%	653
2025 Q4	$3.24K	Sell	4 -1	-20%	-$868	﹤0.01%	624
2025 Q3	$4.77K	Hold	5	–	–	﹤0.01%	593
2025 Q2	$3.77K	Sell	5 -3,329	-100%	-$2.23M	﹤0.01%	576
2025 Q1	$2.09M	Buy	3,334 +89	+3%	+$61.2K	0.25%	115
2024 Q4	$2.29M	Sell	3,245 -13	-0.4%	-$10.6K	0.27%	117
2024 Q3	$2.64M	Sell	3,258 -53	-2%	-$38.1K	0.31%	105
2024 Q2	$2.14M	Buy	3,311 +735	+29%	+$488K	0.27%	105
2024 Q1	$1.86M	Buy	2,576 +57	+2%	+$36.6K	0.25%	113
2023 Q4	$1.44M	Buy	2,519 +343	+16%	+$162K	0.21%	121
2023 Q3	$967K	Buy	+2,176	New	+$996K	0.16%	133

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

BFSG LLC's URI Position: Q2 2026 in Review

BFSG LLC held its United Rentals (URI) position steady in Q2 2026 at 4 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

BFSG LLC first reported a position in URI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.64M in Q3 2024. 1,585 funds tracked by Wall St. Rank hold URI as of Q2 2026.

BFSG LLC held 4 shares of United Rentals worth $4.53K as of Q2 2026.
BFSG LLC left its United Rentals share count unchanged in Q2 2026.
United Rentals made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #633 holding.
BFSG LLC first reported a position in United Rentals in Q3 2023 and has held it in 12 quarters since.
BFSG LLC's United Rentals position peaked at $2.64M in Q3 2024.
1,585 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.