Cascade Investment Group’s United Rentals URI Stock Holding History

Cascade Investment Group’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	$280K	Sell	385 -75	-16%	-$63K	0.18%	120
2025 Q4	$372K	Hold	460	–	–	0.25%	93
2025 Q3	$439K	Hold	460	–	–	0.29%	76
2025 Q2	$347K	Hold	460	–	–	0.24%	95
2025 Q1	$288K	Hold	460	–	–	0.22%	102
2024 Q4	$324K	Hold	460	–	–	0.23%	101
2024 Q3	$372K	Hold	460	–	–	0.27%	80
2024 Q2	$297K	Hold	460	–	–	0.23%	95
2024 Q1	$332K	Hold	460	–	–	0.25%	91
2023 Q4	$264K	Hold	460	–	–	0.21%	108
2023 Q3	$205K	Hold	460	–	–	0.19%	118
2023 Q2	$205K	Buy	+460	New	+$170K	0.19%	119

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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