Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

URI holding history

United Rentals, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

URI overviewAll 13F holders of URIFull Q2 2026 holdings

Shares (Q2 2026)
23,300
Value
$26.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of URI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,300$26.4M<0.1%+3,596+18.3%AddedHolders
Q1 202619,704$14.4M<0.1%+1,788+10.0%AddedHolders
Q4 202517,916$14.5M<0.1%+979+5.8%AddedHolders
Q3 202516,937$16.2M<0.1%+1,628+10.6%AddedHolders
Q2 202515,309$11.5M<0.1%+1,093+7.7%AddedHolders
Q1 202514,216$8.91M<0.1%+503+3.7%AddedHolders
Q4 202413,713$9.66M<0.1%+667+5.1%AddedHolders
Q3 202413,046$10.6M<0.1%+959+7.9%AddedHolders
Q2 202412,087$7.82M<0.1%+94+0.8%AddedHolders
Q1 202411,993$8.65M<0.1%+1,140+10.5%AddedHolders
Q4 202310,853$6.22M<0.1%+236+2.2%AddedHolders
Q3 202310,617$4.72M<0.1%+53+0.5%AddedHolders
Q2 202310,564$4.71M<0.1%−4,529−30.0%ReducedHolders
Q1 202315,093$5.97M<0.1%+2,813+22.9%AddedHolders
Q4 202212,280$4.36M<0.1%+858+7.5%AddedHolders
Q3 202211,422$3.08M<0.1%+81+0.7%AddedHolders
Q2 202211,341$2.75M<0.1%+1,710+17.8%AddedHolders
Q1 20229,631$3.42M<0.1%+782+8.8%AddedHolders
Q4 20218,849$2.94M<0.1%+34+0.4%AddedHolders
Q3 20218,815$3.09M<0.1%−1,012−10.3%ReducedHolders
Q2 20219,827$3.13M<0.1%+2,186+28.6%AddedHolders
Q1 20217,641$2.52M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.