Capital Wealth Planning’s Uber UBER Stock Holding History

Capital Wealth Planning’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
2025 Q4	–	Sell	-26,463	Closed	-$2.59M	–	175
2025 Q3	$2.59M	Buy	+26,463	New	+$2.47M	0.02%	110
2024 Q2	–	Sell	-3,527	Closed	-$272K	–	152
2024 Q1	$272K	Buy	+3,527	New	+$253K	﹤0.01%	123
2021 Q3	–	Sell	-7,608	Closed	-$382K	–	148
2021 Q2	$382K	Sell	7,608 -110	-1%	-$5.75K	0.01%	83
2021 Q1	$421K	Buy	7,718 +1,598	+26%	+$89.2K	0.01%	76
2020 Q4	$332K	Buy	+6,120	New	+$274K	0.01%	80

Other funds holding UBER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Capital Wealth Planning's UBER Position: Q4 2025 in Review

Capital Wealth Planning sold out of Uber (UBER) in Q4 2025, closing a stake of 26,463 shares — an estimated $2.59M sold.

Capital Wealth Planning first reported a position in UBER in Q4 2020 and held it in 5 quarters. The position peaked at $2.59M in Q3 2025. 2,561 funds tracked by Wall St. Rank hold UBER as of Q4 2025.

Capital Wealth Planning reported no remaining Uber position as of Q4 2025 after selling out during the quarter.
Capital Wealth Planning sold 26,463 Uber shares in Q4 2025, an estimated $2.59M.
Capital Wealth Planning first reported a position in Uber in Q4 2020 and held it in 5 quarters.
Capital Wealth Planning's Uber position peaked at $2.59M in Q3 2025.
2,561 funds tracked by Wall St. Rank held Uber as of Q4 2025.

Based on Capital Wealth Planning's 13F filing for Q4 2025, filed 11 Feb 2026.