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
2017
Q2
Sell
-600
Closed -$4K 4842
2017
Q1
$4K Buy
+600
New +$73K ﹤0.01% 4083
2015
Q4
Sell
-3,200
Closed -$30K 4589
2015
Q3
$30K Buy
+3,200
New +$222K ﹤0.01% 2429

Other funds holding URI

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.