CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Uber UBER Stock Holding History

CAPTRUST Financial 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
Q2 		$21.6M Buy
299,817
+111,510
+59% +$8.18M 0.03% 373
2026
Q1 		$13.5M Buy
188,307
+50,113
+36% +$3.86M 0.02% 455
2025
Q4 		$11.3M Buy
138,194
+17,244
+14% +$1.55M 0.02% 458
2025
Q3 		$11.8M Buy
120,950
+2,326
+2% +$218K 0.02% 437
2025
Q2 		$11.1M Buy
118,624
+5,888
+5% +$485K 0.02% 442
2025
Q1 		$8.21M Sell
112,736
-1,827
-2% -$132K 0.02% 473
2024
Q4 		$6.91M Sell
114,563
-4,358
-4% -$311K 0.02% 462
2024
Q3 		$8.94M Sell
118,921
-2,213
-2% -$156K 0.03% 401
2024
Q2 		$8.8M Buy
121,134
+16,490
+16% +$1.15M 0.03% 375
2024
Q1 		$8.06M Sell
104,644
-109,061
-51% -$7.83M 0.03% 388
2023
Q4 		$13.2M Buy
213,705
+88,270
+70% +$4.62M 0.05% 317
2023
Q3 		$5.77M Buy
125,435
+31,833
+34% +$1.45M 0.02% 468
2023
Q2 		$4.04M Buy
93,602
+7,442
+9% +$277K 0.02% 575
2023
Q1 		$2.73M Buy
86,160
+47,981
+126% +$1.52M 0.01% 639
2022
Q4 		$944K Sell
38,179
-1,501
-4% -$41.1K ﹤0.01% 1005
2022
Q3 		$1.05M Buy
39,680
+6,894
+21% +$190K 0.01% 894
2022
Q2 		$671K Buy
32,786
+2,100
+7% +$55.8K ﹤0.01% 1021
2022
Q1 		$1.09M Buy
30,686
+4,642
+18% +$167K 0.01% 811
2021
Q4 		$1.09M Buy
26,044
+5,242
+25% +$226K 0.01% 781
2021
Q3 		$932K Buy
20,802
+4,750
+30% +$208K 0.01% 792
2021
Q2 		$805K Sell
16,052
-1,808
-10% -$94.4K 0.01% 806
2021
Q1 		$974K Buy
17,860
+2,690
+18% +$150K 0.01% 704
2020
Q4 		$774K Sell
15,170
-622
-4% -$27.9K 0.01% 687
2020
Q3 		$587K Buy
15,792
+1,217
+8% +$40.2K 0.01% 669
2020
Q2 		$444K Buy
14,575
+2,197
+18% +$68.5K 0.01% 748
2020
Q1 		$315K Buy
+12,378
New +$407K 0.01% 710
2019
Q4 		– Sell
-2,474
Closed -$75K – 1759
2019
Q3 		$75K Buy
2,474
+1,286
+108% +$48.4K ﹤0.01% 865
2019
Q2 		$55K Buy
+1,188
New +$50.4K ﹤0.01% 946

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CAPTRUST Financial Advisors's UBER Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Uber (UBER) stake by 59% in Q2 2026, buying an estimated $8.18M and bringing the position to 299,817 shares worth $21.6M. The position accounts for 0.03% of the portfolio, ranked #373.

CAPTRUST Financial Advisors first reported a position in UBER in Q2 2019 and has held it in 28 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • CAPTRUST Financial Advisors held 299,817 shares of Uber worth $21.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 111,510 Uber shares in Q2 2026, an estimated $8.18M.
  • Uber made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #373 holding.
  • CAPTRUST Financial Advisors first reported a position in Uber in Q2 2019 and has held it in 28 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.