Creative Planning’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.4M | Buy |
19,704
+1,788
| +10% | +$1.5M | 0.01% | 546 |
|
|
2025
Q4 | $14.5M | Buy |
17,916
+979
| +6% | +$850K | 0.01% | 493 |
|
|
2025
Q3 | $16.2M | Buy |
16,937
+1,628
| +11% | +$1.45M | 0.01% | 421 |
|
|
2025
Q2 | $11.5M | Buy |
15,309
+1,093
| +8% | +$731K | 0.01% | 477 |
|
|
2025
Q1 | $8.91M | Buy |
14,216
+503
| +4% | +$346K | 0.01% | 524 |
|
|
2024
Q4 | $9.66M | Buy |
13,713
+667
| +5% | +$542K | 0.01% | 457 |
|
|
2024
Q3 | $10.6M | Buy |
13,046
+959
| +8% | +$690K | 0.01% | 427 |
|
|
2024
Q2 | $7.82M | Buy |
12,087
+94
| +0.8% | +$62.5K | 0.01% | 484 |
|
|
2024
Q1 | $8.65M | Buy |
11,993
+1,140
| +11% | +$732K | 0.01% | 446 |
|
|
2023
Q4 | $6.22M | Buy |
10,853
+236
| +2% | +$111K | 0.01% | 513 |
|
|
2023
Q3 | $4.72M | Buy |
10,617
+53
| +0.5% | +$24.3K | 0.01% | 551 |
|
|
2023
Q2 | $4.71M | Sell |
10,564
-4,529
| -30% | -$1.68M | 0.01% | 541 |
|
|
2023
Q1 | $5.97M | Buy |
15,093
+2,813
| +23% | +$1.18M | 0.01% | 457 |
|
|
2022
Q4 | $4.36M | Buy |
12,280
+858
| +8% | +$282K | 0.01% | 522 |
|
|
2022
Q3 | $3.08M | Buy |
11,422
+81
| +0.7% | +$23.6K | 0.01% | 558 |
|
|
2022
Q2 | $2.75M | Buy |
11,341
+1,710
| +18% | +$503K | ﹤0.01% | 608 |
|
|
2022
Q1 | $3.42M | Buy |
9,631
+782
| +9% | +$255K | 0.01% | 554 |
|
|
2021
Q4 | $2.94M | Buy |
8,849
+34
| +0.4% | +$12.1K | ﹤0.01% | 571 |
|
|
2021
Q3 | $3.09M | Sell |
8,815
-1,012
| -10% | -$340K | 0.01% | 558 |
|
|
2021
Q2 | $3.13M | Buy |
9,827
+2,186
| +29% | +$706K | 0.01% | 531 |
|
|
2021
Q1 | $2.52M | Sell |
7,641
-2,591
| -25% | -$734K | 0.01% | 632 |
|
|
2020
Q4 | $2.37M | Sell |
10,232
-713
| -7% | -$151K | 0.01% | 602 |
|
|
2020
Q3 | $1.91M | Buy |
10,945
+962
| +10% | +$162K | 0.01% | 583 |
|
|
2020
Q2 | $1.49M | Buy |
9,983
+1,905
| +24% | +$242K | ﹤0.01% | 601 |
|
|
2020
Q1 | $831K | Buy |
8,078
+965
| +14% | +$128K | ﹤0.01% | 724 |
|
|
2019
Q4 | $1.19M | Buy |
7,113
+19
| +0.3% | +$2.76K | ﹤0.01% | 713 |
|
|
2019
Q3 | $884K | Sell |
7,094
-1,199
| -14% | -$145K | ﹤0.01% | 814 |
|
|
2019
Q2 | $1.1M | Sell |
8,293
-1,574
| -16% | -$200K | ﹤0.01% | 727 |
|
|
2019
Q1 | $1.13M | Sell |
9,867
-1,451
| -13% | -$179K | ﹤0.01% | 682 |
|
|
2018
Q4 | $1.16M | Buy |
11,318
+3,531
| +45% | +$425K | ﹤0.01% | 615 |
|
|
2018
Q3 | $1.27M | Sell |
7,787
-2,038
| -21% | -$317K | ﹤0.01% | 659 |
|
|
2018
Q2 | $1.45M | Buy |
9,825
+3,891
| +66% | +$636K | 0.01% | 565 |
|
|
2018
Q1 | $1.02M | Sell |
5,934
-340
| -5% | -$60.4K | ﹤0.01% | 723 |
|
|
2017
Q4 | $1.08M | Buy |
6,274
+536
| +9% | +$81.6K | ﹤0.01% | 695 |
|
|
2017
Q3 | $796K | Sell |
5,738
-1,917
| -25% | -$229K | ﹤0.01% | 820 |
|
|
2017
Q2 | $863K | Buy |
7,655
+838
| +12% | +$93.6K | ﹤0.01% | 759 |
|
|
2017
Q1 | $853K | Buy |
6,817
+2,097
| +44% | +$255K | ﹤0.01% | 732 |
|
|
2016
Q4 | $498K | Sell |
4,720
-1,703
| -27% | -$155K | ﹤0.01% | 925 |
|
|
2016
Q3 | $504K | Buy |
6,423
+1,115
| +21% | +$85.4K | ﹤0.01% | 889 |
|
|
2016
Q2 | $356K | Sell |
5,308
-1,851
| -26% | -$121K | ﹤0.01% | 943 |
|
|
2016
Q1 | $445K | Buy |
7,159
+738
| +11% | +$41K | ﹤0.01% | 801 |
|
|
2015
Q4 | $466K | Sell |
6,421
-5,464
| -46% | -$395K | ﹤0.01% | 795 |
|
|
2015
Q3 | $714K | Sell |
11,885
-1,061
| -8% | -$73.6K | 0.01% | 593 |
|
|
2015
Q2 | $1.13M | Sell |
12,946
-2,370
| -15% | -$227K | 0.01% | 435 |
|
|
2015
Q1 | $1.4M | Sell |
15,316
-283
| -2% | -$25.4K | 0.01% | 362 |
|
|
2014
Q4 | $1.59M | Buy |
15,599
+6,072
| +64% | +$651K | 0.02% | 327 |
|
|
2014
Q3 | $1.06M | Buy |
9,527
+2,385
| +33% | +$268K | 0.01% | 388 |
|
|
2014
Q2 | $748K | Buy |
7,142
+1,605
| +29% | +$157K | 0.01% | 488 |
|
|
2014
Q1 | $526K | Buy |
5,537
+1,700
| +44% | +$144K | 0.01% | 594 |
|
|
2013
Q4 | $299K | Buy |
3,837
+1,000
| +35% | +$67K | 0.01% | 680 |
|
|
2013
Q3 | $165K | Buy |
2,837
+1,310
| +86% | +$72.7K | ﹤0.01% | 844 |
|
|
2013
Q2 | $76K | Buy |
+1,527
| New | +$81.3K | ﹤0.01% | 1137 |
|
Other funds holding URI
VCM
VPM
Creative Planning's URI Position: Q1 2026 in Review
Creative Planning increased its United Rentals (URI) stake by 10% in Q1 2026, buying an estimated $1.5M and bringing the position to 19,704 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #546.
Creative Planning first reported a position in URI in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.2M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.
- Creative Planning held 19,704 shares of United Rentals worth $14.4M as of Q1 2026.
- Creative Planning bought 1,788 United Rentals shares in Q1 2026, an estimated $1.5M.
- United Rentals made up 0.01% of Creative Planning's portfolio in Q1 2026, its #546 holding.
- Creative Planning first reported a position in United Rentals in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's United Rentals position peaked at $16.2M in Q3 2025.
- 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.