OFO
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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
Q2 		$378K Buy
334
+49
+17% +$46.6K 0.19% 111
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

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

OneAscent Family Office's URI Position: Q2 2026 in Review

OneAscent Family Office increased its United Rentals (URI) stake by 17% in Q2 2026, buying an estimated $46.6K and bringing the position to 334 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #111.

OneAscent Family Office first reported a position in URI in Q3 2025 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • OneAscent Family Office held 334 shares of United Rentals worth $378K as of Q2 2026.
  • OneAscent Family Office bought 49 United Rentals shares in Q2 2026, an estimated $46.6K.
  • United Rentals made up 0.19% of OneAscent Family Office's portfolio in Q2 2026, its #111 holding.
  • OneAscent Family Office first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.