CPG
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
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 		$9.95K 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 		$5.89K 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

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's URI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its United Rentals (URI) stake by 5.6% in Q2 2026, selling an estimated $951 and leaving 17 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Cornerstone Planning Group first reported a position in URI in Q1 2024 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Cornerstone Planning Group held 17 shares of United Rentals worth $17.6K as of Q2 2026.
  • Cornerstone Planning Group sold 1 United Rentals share in Q2 2026, an estimated $951.
  • United Rentals made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #712 holding.
  • Cornerstone Planning Group first reported a position in United Rentals in Q1 2024 and has held it in 10 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.