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CreativeOne Wealth’s United Rentals URI Stock Holding History

CreativeOne Wealth’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 		$2.06M Buy
1,819
+498
+38% +$474K 0.04% 354
2026
Q1 		$963K Sell
1,321
-513
-28% -$431K 0.02% 594
2025
Q4 		$1.48M Sell
1,834
-76
-4% -$66K 0.04% 407
2025
Q3 		$1.82M Sell
1,910
-373
-16% -$332K 0.04% 361
2025
Q2 		$1.72M Buy
2,283
+11
+0.5% +$7.36K 0.05% 382
2025
Q1 		$1.42M Buy
2,272
+21
+0.9% +$14.4K 0.04% 385
2024
Q4 		$1.59M Buy
2,251
+318
+16% +$258K 0.05% 340
2024
Q3 		$1.57M Buy
1,933
+381
+25% +$274K 0.05% 317
2024
Q2 		$1M Sell
1,552
-130
-8% -$86.4K 0.05% 330
2024
Q1 		$1.21M Buy
1,682
+316
+23% +$203K 0.05% 334
2023
Q4 		$783K Sell
1,366
-212
-13% -$100K 0.05% 288
2023
Q3 		$702K Sell
1,578
-667
-30% -$305K 0.05% 286
2023
Q2 		$1M Buy
2,245
+618
+38% +$229K 0.05% 332
2023
Q1 		$644K Buy
1,627
+160
+11% +$67.2K 0.03% 401
2022
Q4 		$521K Buy
1,467
+61
+4% +$20K 0.03% 419
2022
Q3 		$380K Buy
1,406
+118
+9% +$34.3K 0.02% 472
2022
Q2 		$313K Sell
1,288
-47
-4% -$13.8K 0.02% 544
2022
Q1 		$474K Buy
1,335
+14
+1% +$4.57K 0.02% 444
2021
Q4 		$439K Sell
1,321
-93
-7% -$33.2K 0.02% 482
2021
Q3 		$496K Buy
1,414
+218
+18% +$73.2K 0.03% 409
2021
Q2 		$381K Buy
1,196
+332
+38% +$107K 0.02% 460
2021
Q1 		$285K Buy
+864
New +$245K 0.02% 460

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

CreativeOne Wealth's URI Position: Q2 2026 in Review

CreativeOne Wealth increased its United Rentals (URI) stake by 38% in Q2 2026, buying an estimated $474K and bringing the position to 1,819 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #354.

CreativeOne Wealth first reported a position in URI in Q1 2021 and has held it in 22 quarters since. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • CreativeOne Wealth held 1,819 shares of United Rentals worth $2.06M as of Q2 2026.
  • CreativeOne Wealth bought 498 United Rentals shares in Q2 2026, an estimated $474K.
  • United Rentals made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #354 holding.
  • CreativeOne Wealth first reported a position in United Rentals in Q1 2021 and has held it in 22 quarters since.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.