Center for Financial Planning, Inc.
Position in URI — United Rentals, Inc.
CIK 1803557
SOUTHFIED, MI
Position in URI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$33,986
+$12,130 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#450
of 502 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Center for Financial Planning, Inc. holds $79,560 across 2 Rental & Leasing Services names. URI ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALTG |
Alta Equipment Group Inc.
|
7,044 | $45,574 | |
| 2 | URI |
United Rentals, Inc.
This page
|
30 | $33,986 |
All Filings in URI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,986 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $21,856 | 30 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $48,559 | 60 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $57,279 | 60 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $45,204 | 60 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $37,602 | 60 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $42,266 | 60 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $48,583 | 60 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $38,803 | 60 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $43,266 | 60 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $34,405 | 60 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $26,674 | 60 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $26,722 | 60 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,745 | 60 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $28,433 | 80 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $21,609 | 80 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $19,432 | 80 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,416 | 80 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $26,583 | 80 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $28,074 | 80 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $25,520 | 80 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $26,344 | 80 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $18,552 | 80 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $4,939 | 48 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||