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 Q2	$430K	Sell	380 -5	-1%	-$4.76K	0.24%	96
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

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

Cascade Investment Group's URI Position: Q2 2026 in Review

Cascade Investment Group reduced its United Rentals (URI) stake by 1.3% in Q2 2026, selling an estimated $4.76K and leaving 380 shares worth $430K. The position accounts for 0.24% of the portfolio, ranked #96.

Cascade Investment Group first reported a position in URI in Q2 2023 and has held it in 13 quarters since. The position peaked at $439K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Cascade Investment Group held 380 shares of United Rentals worth $430K as of Q2 2026.
Cascade Investment Group sold 5 United Rentals shares in Q2 2026, an estimated $4.76K.
United Rentals made up 0.24% of Cascade Investment Group's portfolio in Q2 2026, its #96 holding.
Cascade Investment Group first reported a position in United Rentals in Q2 2023 and has held it in 13 quarters since.
Cascade Investment Group's United Rentals position peaked at $439K in Q3 2025.
1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.