BSW Wealth Partners’s United Rentals URI Stock Holding History

BSW Wealth Partners’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	$213K	Sell	293 -35	-11%	-$29.4K	0.03%	295
2025 Q4	$265K	Sell	328 -7	-2%	-$6.08K	0.03%	267
2025 Q3	$320K	Sell	335 -190	-36%	-$169K	0.04%	242
2025 Q2	$396K	Sell	525 -12	-2%	-$8.03K	0.05%	197
2025 Q1	$337K	Sell	537 -25	-4%	-$17.2K	0.05%	216
2024 Q4	$396K	Buy	562 +19	+3%	+$15.4K	0.06%	189
2024 Q3	$440K	Buy	543 +83	+18%	+$59.7K	0.07%	175
2024 Q2	$297K	Sell	460 -1	-0.2%	-$665	0.05%	208
2024 Q1	$332K	Sell	461 -24	-5%	-$15.4K	0.06%	203
2023 Q4	$278K	Sell	485 -2	-0.4%	-$943	0.06%	213
2023 Q3	$217K	Sell	487 -59	-11%	-$27K	0.05%	220
2023 Q2	$243K	Sell	546 -47	-8%	-$17.4K	0.05%	219
2023 Q1	$235K	Buy	593 +1	+0.2%	+$420	0.05%	264
2022 Q4	$210K	Buy	+592	New	+$195K	0.05%	274

Other funds holding URI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

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 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