Superior Planning, LLC’s United Rentals URI Stock Holding History

Superior Planning, LLC’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 Q3	$112K	Buy	+112	New	+$119K	0.05%	228

Other funds holding URI

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Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's URI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in United Rentals (URI) in Q3 2026: 112 shares worth $112K. The stake represents 0.05% of the portfolio and ranks #228 among its holdings.

1,159 funds tracked by Wall St. Rank hold URI as of Q3 2026.

Superior Planning, LLC held 112 shares of United Rentals worth $112K as of Q3 2026.
United Rentals was a new Superior Planning, LLC position in Q3 2026.
United Rentals made up 0.05% of Superior Planning, LLC's portfolio in Q3 2026, its #228 holding.
1,159 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.