Center for Financial Planning’s United Rentals URI Stock Holding History

Center for Financial Planning’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	$34K	Hold	30	–	–	﹤0.01%	371
2026 Q1	$21.9K	Sell	30 -30	-50%	-$25.2K	﹤0.01%	403
2025 Q4	$48.6K	Hold	60	–	–	0.01%	300
2025 Q3	$57.3K	Hold	60	–	–	0.01%	288
2025 Q2	$45.2K	Hold	60	–	–	0.01%	304
2025 Q1	$37.6K	Hold	60	–	–	﹤0.01%	311
2024 Q4	$42.3K	Hold	60	–	–	0.01%	284
2024 Q3	$48.6K	Hold	60	–	–	0.01%	260
2024 Q2	$38.8K	Hold	60	–	–	0.01%	266
2024 Q1	$43.3K	Hold	60	–	–	0.01%	257
2023 Q4	$34.4K	Hold	60	–	–	0.01%	260
2023 Q3	$26.7K	Hold	60	–	–	0.01%	279
2023 Q2	$26.7K	Hold	60	–	–	0.01%	299
2023 Q1	$23.7K	Sell	60 -20	-25%	-$8.4K	0.01%	280
2022 Q4	$28.4K	Hold	80	–	–	0.01%	266
2022 Q3	$22K	Hold	80	–	–	0.01%	288
2022 Q2	$19K	Hold	80	–	–	﹤0.01%	299
2022 Q1	$28K	Hold	80	–	–	0.01%	284
2021 Q4	$27K	Hold	80	–	–	0.01%	291
2021 Q3	$28K	Hold	80	–	–	0.01%	281
2021 Q2	$26K	Hold	80	–	–	0.01%	285
2021 Q1	$26K	Hold	80	–	–	0.01%	279
2020 Q4	$19K	Buy	+80	New	+$16.9K	0.01%	290
2020 Q2	–	Sell	-48	Closed	-$5K	–	573
2020 Q1	$5K	Buy	+48	New	+$6.36K	﹤0.01%	422

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 $3.38T AUM 44.17% 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

Center for Financial Planning's URI Position: Q2 2026 in Review

Center for Financial Planning held its United Rentals (URI) position steady in Q2 2026 at 30 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Center for Financial Planning first reported a position in URI in Q1 2020 and has held it in 24 quarters since. The position peaked at $57.3K in Q3 2025. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

Center for Financial Planning held 30 shares of United Rentals worth $34K as of Q2 2026.
Center for Financial Planning left its United Rentals share count unchanged in Q2 2026.
United Rentals made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #371 holding.
Center for Financial Planning first reported a position in United Rentals in Q1 2020 and has held it in 24 quarters since.
Center for Financial Planning's United Rentals position peaked at $57.3K in Q3 2025.
1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.