Capital & Planning LLC’s Uber UBER Stock Holding History

Capital & Planning 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	$4.13M	Buy	57,215 +8,787	+18%	+$644K	2.13%	16
2026 Q1	$3.48M	Buy	+48,428	New	+$3.73M	2.11%	16
2025 Q4	–	Sell	-45,786	Closed	-$4.49M	–	34
2025 Q3	$4.49M	Buy	45,786 +4,420	+11%	+$413K	2.77%	10
2025 Q2	$3.86M	Buy	41,366 +1,720	+4%	+$142K	2.62%	12
2025 Q1	$2.89M	Buy	39,646 +2,091	+6%	+$151K	2.15%	13
2024 Q4	$2.27M	Buy	+37,555	New	+$2.68M	1.66%	16

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Capital & Planning LLC's UBER Position: Q2 2026 in Review

Capital & Planning LLC increased its Uber (UBER) stake by 18% in Q2 2026, buying an estimated $644K and bringing the position to 57,215 shares worth $4.13M. The position accounts for 2.13% of the portfolio, ranked #16.

Capital & Planning LLC first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.49M in Q3 2025. 2,438 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Capital & Planning LLC held 57,215 shares of Uber worth $4.13M as of Q2 2026.
Capital & Planning LLC bought 8,787 Uber shares in Q2 2026, an estimated $644K.
Uber made up 2.13% of Capital & Planning LLC's portfolio in Q2 2026, its #16 holding.
Capital & Planning LLC first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
Capital & Planning LLC's Uber position peaked at $4.49M in Q3 2025.
2,438 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.