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Capital Advisors Inc’s Uber UBER Stock Holding History

Capital Advisors Inc’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 		$40.3M Buy
559,087
+167,264
+43% +$12.3M 0.59% 64
2026
Q1 		$28.2M Buy
391,823
+6,497
+2% +$500K 0.45% 76
2025
Q4 		$31.5M Buy
385,326
+11,400
+3% +$1.03M 0.51% 73
2025
Q3 		$36.6M Buy
373,926
+14,783
+4% +$1.38M 0.61% 67
2025
Q2 		$33.5M Sell
359,143
-186,096
-34% -$15.3M 0.6% 67
2025
Q1 		$39.7M Buy
545,239
+29,999
+6% +$2.16M 0.79% 49
2024
Q4 		$31.1M Buy
515,240
+10,843
+2% +$774K 0.62% 67
2024
Q3 		$37.9M Buy
504,397
+22,021
+5% +$1.55M 0.76% 54
2024
Q2 		$35.1M Buy
482,376
+1,157
+0.2% +$80.4K 0.72% 54
2024
Q1 		$37M Buy
481,219
+51,799
+12% +$3.72M 0.79% 52
2023
Q4 		$26.4M Buy
429,420
+10,813
+3% +$566K 0.59% 64
2023
Q3 		$19.3M Buy
418,607
+12,805
+3% +$585K 0.5% 75
2023
Q2 		$17.5M Buy
405,802
+50,718
+14% +$1.89M 0.45% 81
2023
Q1 		$11.3M Buy
355,084
+16,710
+5% +$530K 0.3% 84
2022
Q4 		$8.37M Buy
338,374
+14,542
+4% +$398K 0.24% 88
2022
Q3 		$8M Buy
+323,832
New +$8.95M 0.25% 86
2022
Q1 		– Sell
-19,685
Closed -$701K – 278
2021
Q4 		$701K Sell
19,685
-9,000
-31% -$388K 0.02% 147
2021
Q3 		$168K Buy
+28,685
New +$1.25M 0.01% 225
2021
Q2 		– Sell
-2,285
Closed -$125K – 252
2021
Q1 		$125K Buy
2,285
+40
+2% +$2.23K ﹤0.01% 224
2020
Q4 		$114K Buy
+2,245
New +$101K ﹤0.01% 205

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

Capital Advisors Inc's UBER Position: Q2 2026 in Review

Capital Advisors Inc increased its Uber (UBER) stake by 43% in Q2 2026, buying an estimated $12.3M and bringing the position to 559,087 shares worth $40.3M. The position accounts for 0.59% of the portfolio, ranked #64.

Capital Advisors Inc first reported a position in UBER in Q4 2020 and has held it in 20 quarters since. 2,410 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Capital Advisors Inc held 559,087 shares of Uber worth $40.3M as of Q2 2026.
  • Capital Advisors Inc bought 167,264 Uber shares in Q2 2026, an estimated $12.3M.
  • Uber made up 0.59% of Capital Advisors Inc's portfolio in Q2 2026, its #64 holding.
  • Capital Advisors Inc first reported a position in Uber in Q4 2020 and has held it in 20 quarters since.
  • 2,410 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.