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Cascades Capital Asset Management’s United Rentals URI Stock Holding History

Cascades Capital Asset 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 		$368K Hold
325
– – 0.14% 93
2026
Q1 		$237K Hold
325
– – 0.1% 119
2025
Q4 		$263K Hold
325
– – 0.11% 111
2025
Q3 		$310K Hold
325
– – 0.14% 97
2025
Q2 		$245K Hold
325
– – 0.13% 99
2025
Q1 		$204K Hold
325
– – 0.11% 108
2024
Q4 		$229K Hold
325
– – 0.12% 100
2024
Q3 		$263K Buy
+325
New +$234K 0.15% 86

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State Street
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

Cascades Capital Asset Management's URI Position: Q2 2026 in Review

Cascades Capital Asset Management held its United Rentals (URI) position steady in Q2 2026 at 325 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #93.

Cascades Capital Asset Management first reported a position in URI in Q3 2024 and has held it in 8 quarters since. 1,591 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cascades Capital Asset Management held 325 shares of United Rentals worth $368K as of Q2 2026.
  • Cascades Capital Asset Management left its United Rentals share count unchanged in Q2 2026.
  • United Rentals made up 0.14% of Cascades Capital Asset Management's portfolio in Q2 2026, its #93 holding.
  • Cascades Capital Asset Management first reported a position in United Rentals in Q3 2024 and has held it in 8 quarters since.
  • 1,591 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.