Cornerstone Planning Group
URI icon

Cornerstone Planning Group’s United Rentals URI Stock Holding History

Cornerstone Planning Group’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 		– Sell
-17
Closed -$17.6K – 1615
2026
Q2 		$17.6K Sell
17
-1
-6% -$951 ﹤0.01% 712
2026
Q1 		$15.9K Buy
18
+7
+64% +$5.88K ﹤0.01% 745
2025
Q4 		$10K Buy
11
+8
+267% +$6.94K ﹤0.01% 805
2025
Q3 		$1.36K Sell
3
-7
-70% -$6.24K ﹤0.01% 1242
2025
Q2 		$8.68K Hold
10
– – ﹤0.01% 589
2025
Q1 		$5.9K Buy
10
+3
+43% +$2.06K ﹤0.01% 689
2024
Q4 		$5.39K Buy
7
+2
+40% +$1.63K ﹤0.01% 565
2024
Q3 		$4.06K Hold
5
– – ﹤0.01% 612
2024
Q2 		$3.34K Buy
5
+4
+400% +$2.66K ﹤0.01% 656
2024
Q1 		$667 Buy
+1
New +$642 ﹤0.01% 863

Other funds holding URI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

Cornerstone Planning Group's URI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of United Rentals (URI) in Q3 2026, closing a stake of 17 shares — an estimated $17.6K sold.

Cornerstone Planning Group first reported a position in URI in Q1 2024 and held it in 10 quarters. The position peaked at $17.6K in Q2 2026. 384 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining United Rentals position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 United Rentals shares in Q3 2026, an estimated $17.6K.
  • Cornerstone Planning Group first reported a position in United Rentals in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's United Rentals position peaked at $17.6K in Q2 2026.
  • 384 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.