Planning Strategies
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Planning Strategies’s United Rentals URI Stock Holding History

Planning Strategies’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
Q3 		$2K Hold
2
– – ﹤0.01% 634
2026
Q2 		$2.27K Buy
+2
New +$1.9K ﹤0.01% 564

Other funds holding URI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Planning Strategies's URI Position: Q3 2026 in Review

Planning Strategies held its United Rentals (URI) position steady in Q3 2026 at 2 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Planning Strategies first reported a position in URI in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.27K in Q2 2026. 1,363 funds tracked by Wall St. Rank hold URI as of Q3 2026.

  • Planning Strategies held 2 shares of United Rentals worth $2K as of Q3 2026.
  • Planning Strategies left its United Rentals share count unchanged in Q3 2026.
  • United Rentals made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #634 holding.
  • Planning Strategies first reported a position in United Rentals in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's United Rentals position peaked at $2.27K in Q2 2026.
  • 1,363 funds tracked by Wall St. Rank held United Rentals as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.