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Capital Investment Advisory Services’s Uber UBER Stock Holding History

Capital Investment Advisory Services’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 		$893K Sell
12,380
-30
-0.2% -$2.2K 0.06% 324
2026
Q1 		$893K Buy
12,410
+1,052
+9% +$81K 0.07% 280
2025
Q4 		$928K Buy
11,358
+2,087
+23% +$188K 0.07% 270
2025
Q3 		$908K Buy
9,271
+1,186
+15% +$111K 0.07% 262
2025
Q2 		$754K Buy
8,085
+699
+9% +$57.5K 0.06% 273
2025
Q1 		$538K Buy
7,386
+1,207
+20% +$87K 0.05% 307
2024
Q4 		$373K Buy
6,179
+2,863
+86% +$204K 0.04% 352
2024
Q3 		$249K Sell
3,316
-190
-5% -$13.4K 0.02% 452
2024
Q2 		$255K Buy
3,506
+831
+31% +$57.8K 0.03% 430
2024
Q1 		$206K Sell
2,675
-1,930
-42% -$139K 0.02% 477
2023
Q4 		$284K Buy
+4,605
New +$241K 0.03% 409
2022
Q2 		– Sell
-5,948
Closed -$212K – 876
2022
Q1 		$212K Buy
5,948
+1,146
+24% +$41.2K 0.02% 472
2021
Q4 		$201K Buy
4,802
+202
+4% +$8.71K 0.02% 480
2021
Q3 		$206K Buy
4,600
+17
+0.4% +$743 0.03% 442
2021
Q2 		$230K Buy
4,583
+200
+5% +$10.4K 0.03% 427
2021
Q1 		$239K Sell
4,383
-850
-16% -$47.4K 0.03% 378
2020
Q4 		$267K Buy
+5,233
New +$235K 0.04% 354
2019
Q3 		– Sell
-138
Closed -$6K – 1467
2019
Q2 		$6K Buy
+138
New +$5.86K ﹤0.01% 1106

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Investment Advisory Services's UBER Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Uber (UBER) stake by 0.24% in Q2 2026, selling an estimated $2.2K and leaving 12,380 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #324.

Capital Investment Advisory Services first reported a position in UBER in Q2 2019 and has held it in 18 quarters since. The position peaked at $928K in Q4 2025. 1,990 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Capital Investment Advisory Services held 12,380 shares of Uber worth $893K as of Q2 2026.
  • Capital Investment Advisory Services sold 30 Uber shares in Q2 2026, an estimated $2.2K.
  • Uber made up 0.06% of Capital Investment Advisory Services's portfolio in Q2 2026, its #324 holding.
  • Capital Investment Advisory Services first reported a position in Uber in Q2 2019 and has held it in 18 quarters since.
  • Capital Investment Advisory Services's Uber position peaked at $928K in Q4 2025.
  • 1,990 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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