Capstone Investment Advisors’s Uber UBER Stock Holding History

Capstone Investment 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	$4.67M	Buy	64,900 +27,700	+74%	+$2.13M	0.01%	434
2025 Q4	$3.04M	Sell	37,200 -44,900	-55%	-$4.04M	0.01%	496
2025 Q3	$8.04M	Buy	82,100 +40,100	+95%	+$3.75M	0.02%	357
2025 Q2	$3.92M	Sell	42,000 -43,600	-51%	-$3.59M	0.01%	443
2025 Q1	$6.24M	Sell	85,600 -53,600	-39%	-$3.86M	0.02%	401
2024 Q4	$8.4M	Buy	139,200 +42,500	+44%	+$3.03M	0.02%	392
2024 Q3	$7.27M	Buy	96,700 +4,000	+4%	+$282K	0.02%	369
2024 Q2	$6.74M	Buy	92,700 +22,900	+33%	+$1.59M	0.02%	383
2024 Q1	$5.37M	Buy	69,800 +14,600	+26%	+$1.05M	0.02%	413
2023 Q4	$3.4M	Buy	+55,200	New	+$2.89M	0.01%	650
2021 Q4	–	Sell	-103,700	Closed	-$4.65M	–	2089
2021 Q3	$4.65M	Buy	+103,700	New	+$4.53M	0.01%	885

Other funds holding UBER

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Investment Advisors's UBER Position: Q1 2026 in Review

Capstone Investment Advisors increased its Uber (UBER) stake by 74% in Q1 2026, buying an estimated $10.2M and bringing the position to 310,031 shares worth $22.3M. The position accounts for 0.04% of the portfolio, ranked #154.

Capstone Investment Advisors first reported a position in UBER in Q1 2021 and has held it in 9 quarters since. The position peaked at $32.6M in Q3 2025. 2,431 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Capstone Investment Advisors held 310,031 shares of Uber worth $22.3M as of Q1 2026.
Capstone Investment Advisors bought 132,208 Uber shares in Q1 2026, an estimated $10.2M.
Uber made up 0.04% of Capstone Investment Advisors's portfolio in Q1 2026, its #154 holding.
Capstone Investment Advisors first reported a position in Uber in Q1 2021 and has held it in 9 quarters since.
Capstone Investment Advisors's Uber position peaked at $32.6M in Q3 2025.
2,431 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.