Creative Planning
URI icon

Creative Planning’s United Rentals URI Stock Holding History

Creative 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
2016
Q4 		– Sell
-2,100
Closed -$12K – 4848
2016
Q3 		$12K Buy
+2,100
New +$161K ﹤0.01% 3409

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 Planning's URI Position: Q2 2026 in Review

Creative Planning increased its United Rentals (URI) stake by 18% in Q2 2026, buying an estimated $3.42M and bringing the position to 23,300 shares worth $26.4M. The position accounts for 0.02% of the portfolio, ranked #401.

Creative Planning first reported a position in URI in Q2 2013 and has held it in 53 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Creative Planning held 23,300 shares of United Rentals worth $26.4M as of Q2 2026.
  • Creative Planning bought 3,596 United Rentals shares in Q2 2026, an estimated $3.42M.
  • United Rentals made up 0.02% of Creative Planning's portfolio in Q2 2026, its #401 holding.
  • Creative Planning first reported a position in United Rentals in Q2 2013 and has held it in 53 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.