PIFP
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Partners in Financial Planning’s United Rentals URI Stock Holding History

Partners in Financial 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
2026
Q1 		$204K Hold
280
– – 0.03% 120
2025
Q4 		$227K Hold
280
– – 0.04% 109
2025
Q3 		$267K Buy
+280
New +$250K 0.05% 101

Other funds holding URI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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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

Partners in Financial Planning's URI Position: Q1 2026 in Review

Partners in Financial Planning held its United Rentals (URI) position steady in Q1 2026 at 280 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #120.

Partners in Financial Planning first reported a position in URI in Q3 2025 and has held it in 3 quarters since. The position peaked at $267K in Q3 2025. 1,454 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Partners in Financial Planning held 280 shares of United Rentals worth $204K as of Q1 2026.
  • Partners in Financial Planning left its United Rentals share count unchanged in Q1 2026.
  • United Rentals made up 0.03% of Partners in Financial Planning's portfolio in Q1 2026, its #120 holding.
  • Partners in Financial Planning first reported a position in United Rentals in Q3 2025 and has held it in 3 quarters since.
  • Partners in Financial Planning's United Rentals position peaked at $267K in Q3 2025.
  • 1,454 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.