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Capital Planning Advisors’s Uber UBER Stock Holding History

Capital Planning Advisors’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
Q1 		– Sell
-18,534
Closed -$1.51M – 165
2025
Q4 		$1.51M Sell
18,534
-1,486
-7% -$134K 0.2% 71
2025
Q3 		$1.96M Buy
20,020
+17,084
+582% +$1.6M 0.27% 60
2025
Q2 		$274K Buy
2,936
+156
+6% +$12.8K 0.04% 122
2025
Q1 		$203K Buy
+2,780
New +$200K 0.03% 135

Other funds holding UBER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Planning Advisors's UBER Position: Q1 2026 in Review

Capital Planning Advisors sold out of Uber (UBER) in Q1 2026, closing a stake of 18,534 shares — an estimated $1.51M sold.

Capital Planning Advisors first reported a position in UBER in Q1 2025 and held it in 4 quarters. The position peaked at $1.96M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Capital Planning Advisors reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • Capital Planning Advisors sold 18,534 Uber shares in Q1 2026, an estimated $1.51M.
  • Capital Planning Advisors first reported a position in Uber in Q1 2025 and held it in 4 quarters.
  • Capital Planning Advisors's Uber position peaked at $1.96M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.