Creative Planning
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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.