Comprehensive Financial Planning’s Uber UBER Stock Holding History

Comprehensive 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	$75.8K	Sell	1,050 -685	-39%	-$50.2K	0.04%	155
2026 Q1	$125K	Hold	1,735	–	–	0.09%	113
2025 Q4	$142K	Hold	1,735	–	–	0.09%	110
2025 Q3	$170K	Hold	1,735	–	–	0.12%	107
2025 Q2	$162K	Hold	1,735	–	–	0.13%	105
2025 Q1	$126K	Buy	1,735 +250	+17%	+$18K	0.12%	93
2024 Q4	$89.6K	Buy	+1,485	New	+$106K	0.08%	127

Other funds holding UBER

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Oslo, Norway $1T AUM

Comprehensive Financial Planning's UBER Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Uber (UBER) stake by 39% in Q2 2026, selling an estimated $50.2K and leaving 1,050 shares worth $75.8K. The position accounts for 0.04% of the portfolio, ranked #155.

Comprehensive Financial Planning first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q3 2025. 2,425 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Comprehensive Financial Planning held 1,050 shares of Uber worth $75.8K as of Q2 2026.
Comprehensive Financial Planning sold 685 Uber shares in Q2 2026, an estimated $50.2K.
Uber made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #155 holding.
Comprehensive Financial Planning first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Uber position peaked at $170K in Q3 2025.
2,425 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.