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Capital Analysts LLC’s Uber UBER Stock Holding History

Capital Analysts LLC’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 		$3.58M Sell
49,664
-2,854
-5% -$209K 0.08% 191
2026
Q1 		$3.78M Sell
52,518
-3,770
-7% -$290K 0.1% 173
2025
Q4 		$4.6M Sell
56,288
-2,102
-4% -$189K 0.13% 138
2025
Q3 		$5.72M Sell
58,390
-94
-0.2% -$8.79K 0.17% 111
2025
Q2 		$5.46M Buy
58,484
+231
+0.4% +$19K 0.18% 104
2025
Q1 		$4.24M Buy
58,253
+57,982
+21,396% +$4.18M 0.16% 121
2024
Q4 		$16K Buy
271
+120
+79% +$8.57K ﹤0.01% 987
2024
Q3 		$11K Sell
151
-747
-83% -$52.6K ﹤0.01% 1017
2024
Q2 		$65K Buy
898
+30
+3% +$2.08K ﹤0.01% 655
2024
Q1 		$67K Buy
868
+97
+13% +$6.96K ﹤0.01% 606
2023
Q4 		$47K Hold
771
– – ﹤0.01% 664
2023
Q3 		$35K Hold
771
– – ﹤0.01% 686
2023
Q2 		$33K Hold
771
– – ﹤0.01% 648
2023
Q1 		$24K Hold
771
– – ﹤0.01% 705
2022
Q4 		$19K Sell
771
-138
-15% -$3.78K ﹤0.01% 774
2022
Q3 		$24K Buy
909
+138
+18% +$3.81K ﹤0.01% 697
2022
Q2 		$16K Sell
771
-200
-21% -$5.31K ﹤0.01% 736
2022
Q1 		$35K Sell
971
-100
-9% -$3.6K ﹤0.01% 603
2021
Q4 		$45K Hold
1,071
– – ﹤0.01% 591
2021
Q3 		$48K Sell
1,071
-454
-30% -$19.8K ﹤0.01% 579
2021
Q2 		$76K Sell
1,525
-200
-12% -$10.4K 0.01% 500
2021
Q1 		$94K Buy
1,725
+500
+41% +$27.9K 0.01% 473
2020
Q4 		$62K Hold
1,225
– – 0.01% 391
2020
Q3 		$45K Buy
+1,225
New +$40.4K ﹤0.01% 420

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 Analysts LLC's UBER Position: Q2 2026 in Review

Capital Analysts LLC reduced its Uber (UBER) stake by 5.4% in Q2 2026, selling an estimated $209K and leaving 49,664 shares worth $3.58M. The position accounts for 0.08% of the portfolio, ranked #191.

Capital Analysts LLC first reported a position in UBER in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.72M in Q3 2025. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Capital Analysts LLC held 49,664 shares of Uber worth $3.58M as of Q2 2026.
  • Capital Analysts LLC sold 2,854 Uber shares in Q2 2026, an estimated $209K.
  • Uber made up 0.08% of Capital Analysts LLC's portfolio in Q2 2026, its #191 holding.
  • Capital Analysts LLC first reported a position in Uber in Q3 2020 and has held it in 24 quarters since.
  • Capital Analysts LLC's Uber position peaked at $5.72M in Q3 2025.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.