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Cape Investment Advisory’s Uber UBER Stock Holding History

Cape Investment Advisory’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 		$485K Sell
6,725
-602
-8% -$44.1K 0.13% 132
2026
Q1 		$527K Buy
7,327
+6,969
+1,947% +$536K 0.18% 112
2025
Q4 		$29.3K Buy
358
+227
+173% +$20.4K 0.01% 531
2025
Q3 		$12.8K Sell
131
-240
-65% -$22.4K 0.01% 367
2025
Q2 		$34.6K Buy
371
+100
+37% +$8.23K 0.01% 417
2025
Q1 		$19.7K Buy
271
+46
+20% +$3.31K 0.01% 486
2024
Q4 		$13.6K Buy
225
+32
+17% +$2.29K 0.01% 532
2024
Q3 		$14.5K Hold
193
– – 0.01% 506
2024
Q2 		$14K Sell
193
-400
-67% -$27.8K 0.01% 471
2024
Q1 		$45.7K Sell
593
-103
-15% -$7.39K 0.02% 321
2023
Q4 		$42.9K Sell
696
-527
-43% -$27.6K 0.02% 373
2023
Q3 		$56.2K Sell
1,223
-200
-14% -$9.14K 0.03% 278
2023
Q2 		$61.4K Buy
1,423
+86
+6% +$3.2K 0.03% 259
2023
Q1 		$42.4K Buy
+1,337
New +$42.4K 0.03% 292

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

Cape Investment Advisory's UBER Position: Q2 2026 in Review

Cape Investment Advisory reduced its Uber (UBER) stake by 8.2% in Q2 2026, selling an estimated $44.1K and leaving 6,725 shares worth $485K. The position accounts for 0.13% of the portfolio, ranked #132.

Cape Investment Advisory first reported a position in UBER in Q1 2023 and has held it in 14 quarters since. The position peaked at $527K in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Cape Investment Advisory held 6,725 shares of Uber worth $485K as of Q2 2026.
  • Cape Investment Advisory sold 602 Uber shares in Q2 2026, an estimated $44.1K.
  • Uber made up 0.13% of Cape Investment Advisory's portfolio in Q2 2026, its #132 holding.
  • Cape Investment Advisory first reported a position in Uber in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Uber position peaked at $527K in Q1 2026.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.