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Creative Financial Designs’s United Rentals URI Stock Holding History

Creative Financial Designs’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 		$245K Buy
216
+41
+23% +$39K 0.01% 564
2026
Q1 		$128K Buy
175
+35
+25% +$29.4K 0.01% 624
2025
Q4 		$113K Buy
140
+27
+24% +$23.4K 0.01% 628
2025
Q3 		$108K Buy
113
+16
+16% +$14.3K 0.01% 628
2025
Q2 		$72.9K Sell
97
-1
-1% -$669 0.01% 753
2025
Q1 		$61.2K Buy
98
+1
+1% +$687 ﹤0.01% 757
2024
Q4 		$68K Sell
97
-1
-1% -$813 0.01% 699
2024
Q3 		$79.7K Sell
98
-149
-60% -$107K 0.01% 648
2024
Q2 		$160K Buy
247
+28
+13% +$18.6K 0.01% 479
2024
Q1 		$158K Sell
219
-6
-3% -$3.85K 0.02% 476
2023
Q4 		$129K Hold
225
– – 0.01% 488
2023
Q3 		$100K Buy
225
+50
+29% +$22.9K 0.01% 491
2023
Q2 		$78K Buy
175
+52
+42% +$19.3K 0.01% 540
2023
Q1 		$48.7K Buy
123
+83
+208% +$34.9K 0.01% 605
2022
Q4 		$14.2K Hold
40
– – ﹤0.01% 836
2022
Q3 		$11K Hold
40
– – ﹤0.01% 878
2022
Q2 		$10K Hold
40
– – ﹤0.01% 877
2022
Q1 		$14K Sell
40
-400
-91% -$131K ﹤0.01% 842
2021
Q4 		$146K Sell
440
-17
-4% -$6.06K 0.02% 365
2021
Q3 		$160K Buy
457
+340
+291% +$114K 0.03% 352
2021
Q2 		$37K Hold
117
– – 0.01% 686
2021
Q1 		$39K Hold
117
– – 0.01% 620
2020
Q4 		$27K Hold
117
– – 0.01% 657
2020
Q3 		$20K Hold
117
– – ﹤0.01% 664
2020
Q2 		$17K Buy
+117
New +$14.8K 0.01% 643
2017
Q4 		– Sell
-800
Closed -$111K – 785
2017
Q3 		$111K Hold
800
– – 0.06% 178
2017
Q2 		$90K Sell
800
-24
-3% -$2.68K 0.06% 187
2017
Q1 		$103K Sell
824
-50
-6% -$6.08K 0.07% 179
2016
Q4 		$92K Buy
+874
New +$79.5K 0.08% 180

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

Creative Financial Designs's URI Position: Q2 2026 in Review

Creative Financial Designs increased its United Rentals (URI) stake by 23% in Q2 2026, buying an estimated $39K and bringing the position to 216 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #564.

Creative Financial Designs first reported a position in URI in Q4 2016 and has held it in 29 quarters since. 1,586 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Creative Financial Designs held 216 shares of United Rentals worth $245K as of Q2 2026.
  • Creative Financial Designs bought 41 United Rentals shares in Q2 2026, an estimated $39K.
  • United Rentals made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #564 holding.
  • Creative Financial Designs first reported a position in United Rentals in Q4 2016 and has held it in 29 quarters since.
  • 1,586 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.