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Action Point Financial Planning’s Uber UBER Stock Holding History

Action Point Financial Planning’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$315K Buy
+4,372
New +$321K 0.03% 347

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's UBER Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Uber (UBER) in Q2 2026: 4,372 shares worth $315K. The stake represents 0.03% of the portfolio and ranks #347 among its holdings.

2,414 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Action Point Financial Planning held 4,372 shares of Uber worth $315K as of Q2 2026.
  • Uber was a new Action Point Financial Planning position in Q2 2026.
  • Uber made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #347 holding.
  • 2,414 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.