CFFP
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Center for Financial Planning’s Uber UBER Stock Holding History

Center for Financial 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
2026
Q2 		$259K Sell
3,583
-22
-0.6% -$1.61K 0.02% 154
2026
Q1 		$259K Buy
3,605
+725
+25% +$55.8K 0.03% 148
2025
Q4 		$235K Buy
2,880
+650
+29% +$58.5K 0.02% 161
2025
Q3 		$218K Sell
2,230
-243
-10% -$22.7K 0.02% 165
2025
Q2 		$231K Hold
2,473
– – 0.03% 155
2025
Q1 		$180K Hold
2,473
– – 0.02% 162
2024
Q4 		$149K Buy
2,473
+1,823
+280% +$130K 0.02% 171
2024
Q3 		$48.9K Hold
650
– – 0.01% 258
2024
Q2 		$47.2K Hold
650
– – 0.01% 239
2024
Q1 		$50K Hold
650
– – 0.01% 239
2023
Q4 		$40K Hold
650
– – 0.01% 250
2023
Q3 		$29.9K Sell
650
-650
-50% -$29.7K 0.01% 262
2023
Q2 		$56.1K Hold
1,300
– – 0.01% 210
2023
Q1 		$41.2K Sell
1,300
-10
-0.8% -$317 0.01% 238
2022
Q4 		$32.4K Hold
1,310
– – 0.01% 254
2022
Q3 		$35K Buy
1,310
+1,300
+13,000% +$35.9K 0.01% 242
2022
Q2 		$0 Hold
10
– – ﹤0.01% 563
2022
Q1 		$0 Hold
10
– – ﹤0.01% 574
2021
Q4 		$0 Hold
10
– – ﹤0.01% 567
2021
Q3 		$0 Hold
10
– – ﹤0.01% 530
2021
Q2 		$1K Hold
10
– – ﹤0.01% 487
2021
Q1 		$1K Hold
10
– – ﹤0.01% 517
2020
Q4 		$1K Hold
10
– – ﹤0.01% 459
2020
Q3 		$0 Hold
10
– – ﹤0.01% 468
2020
Q2 		$0 Hold
10
– – ﹤0.01% 571
2020
Q1 		$0 Hold
10
– – ﹤0.01% 602
2019
Q4 		$0 Buy
+10
New +$297 ﹤0.01% 461

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Center for Financial Planning's UBER Position: Q2 2026 in Review

Center for Financial Planning reduced its Uber (UBER) stake by 0.61% in Q2 2026, selling an estimated $1.61K and leaving 3,583 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #154.

Center for Financial Planning first reported a position in UBER in Q4 2019 and has held it in 27 quarters since. The position peaked at $259K in Q1 2026. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Center for Financial Planning held 3,583 shares of Uber worth $259K as of Q2 2026.
  • Center for Financial Planning sold 22 Uber shares in Q2 2026, an estimated $1.61K.
  • Uber made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #154 holding.
  • Center for Financial Planning first reported a position in Uber in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Uber position peaked at $259K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.