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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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital & Planning LLC's UBER Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Uber (UBER) in Q1 2026: 48,428 shares worth $3.48M. The stake represents 2.11% of the portfolio and ranks #16 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in UBER as recently as Q3 2025.

Capital & Planning LLC first reported a position in UBER in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.49M in Q3 2025. 2,441 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Capital & Planning LLC held 48,428 shares of Uber worth $3.48M as of Q1 2026.
  • Uber was a new Capital & Planning LLC position in Q1 2026.
  • Uber made up 2.11% of Capital & Planning LLC's portfolio in Q1 2026, its #16 holding.
  • Capital & Planning LLC first reported a position in Uber in Q4 2024 and has held it in 5 quarters since.
  • Capital & Planning LLC's Uber position peaked at $4.49M in Q3 2025.
  • 2,441 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.