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Plancorp LLC’s United Rentals URI Stock Holding History

Plancorp LLC’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 		$291K Sell
268
-9
-3% -$8.56K 0.01% 336
2026
Q1 		$214K Sell
277
-2
-0.7% -$1.68K 0.01% 350
2025
Q4 		$226K Sell
279
-30
-10% -$26K 0.01% 331
2025
Q3 		$295K Sell
309
-49
-14% -$43.7K 0.01% 299
2025
Q2 		$270K Sell
358
-189
-35% -$126K 0.01% 313
2025
Q1 		$343K Buy
547
+166
+44% +$114K 0.01% 259
2024
Q4 		$268K Buy
381
+13
+4% +$10.6K 0.01% 266
2024
Q3 		$298K Buy
368
+2
+0.5% +$1.44K 0.01% 252
2024
Q2 		$237K Sell
366
-41
-10% -$27.2K 0.01% 267
2024
Q1 		$293K Sell
407
-44
-10% -$28.2K 0.01% 234
2023
Q4 		$259K Buy
+451
New +$213K 0.01% 233

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

Plancorp LLC's URI Position: Q2 2026 in Review

Plancorp LLC reduced its United Rentals (URI) stake by 3.2% in Q2 2026, selling an estimated $8.56K and leaving 268 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #336.

Plancorp LLC first reported a position in URI in Q4 2023 and has held it in 11 quarters since. The position peaked at $343K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Plancorp LLC held 268 shares of United Rentals worth $291K as of Q2 2026.
  • Plancorp LLC sold 9 United Rentals shares in Q2 2026, an estimated $8.56K.
  • United Rentals made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #336 holding.
  • Plancorp LLC first reported a position in United Rentals in Q4 2023 and has held it in 11 quarters since.
  • Plancorp LLC's United Rentals position peaked at $343K in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.