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 		$28.9K Buy
+400
New +$29.3K ﹤0.01% 3181

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.