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OneAscent Family Office’s United Rentals URI Stock Holding History

OneAscent Family Office’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 		$208K Buy
+285
New +$239K 0.15% 175
2025
Q4 		– Sell
-230
Closed -$220K – 192
2025
Q3 		$220K Buy
+230
New +$205K 0.18% 142

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VCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T 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
VPM
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
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

OneAscent Family Office's URI Position: Q1 2026 in Review

OneAscent Family Office opened a new position in United Rentals (URI) in Q1 2026: 285 shares worth $208K. The stake represents 0.15% of the portfolio and ranks #175 among its holdings. This is a return to the name: OneAscent Family Office previously reported a position in URI as recently as Q3 2025.

OneAscent Family Office first reported a position in URI in Q3 2025 and has held it in 2 quarters since. The position peaked at $220K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • OneAscent Family Office held 285 shares of United Rentals worth $208K as of Q1 2026.
  • United Rentals was a new OneAscent Family Office position in Q1 2026.
  • United Rentals made up 0.15% of OneAscent Family Office's portfolio in Q1 2026, its #175 holding.
  • OneAscent Family Office first reported a position in United Rentals in Q3 2025 and has held it in 2 quarters since.
  • OneAscent Family Office's United Rentals position peaked at $220K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.