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Avantax Planning Partners’s Uber UBER Stock Holding History

Avantax Planning Partners’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 		$1.49M Buy
20,640
+1,196
+6% +$87.7K 0.04% 165
2026
Q1 		$1.4M Buy
19,444
+4,040
+26% +$311K 0.04% 160
2025
Q4 		$1.26M Buy
15,404
+1,806
+13% +$163K 0.04% 174
2025
Q3 		$1.33M Buy
13,598
+3,867
+40% +$362K 0.04% 172
2025
Q2 		$908K Buy
9,731
+2,152
+28% +$177K 0.03% 196
2025
Q1 		$552K Buy
+7,579
New +$546K 0.02% 242

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

Avantax Planning Partners's UBER Position: Q2 2026 in Review

Avantax Planning Partners increased its Uber (UBER) stake by 6.2% in Q2 2026, buying an estimated $87.7K and bringing the position to 20,640 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #165.

Avantax Planning Partners first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Avantax Planning Partners held 20,640 shares of Uber worth $1.49M as of Q2 2026.
  • Avantax Planning Partners bought 1,196 Uber shares in Q2 2026, an estimated $87.7K.
  • Uber made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #165 holding.
  • Avantax Planning Partners first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.