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Cornerstone Planning Group’s Uber UBER Stock Holding History

Cornerstone Planning Group’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 		$114K Buy
1,624
+155
+11% +$11.4K 0.01% 229
2026
Q1 		$107K Buy
1,469
+310
+27% +$23.9K 0.01% 237
2025
Q4 		$92.5K Buy
1,159
+414
+56% +$37.3K 0.01% 226
2025
Q3 		$4.19K Sell
745
-210
-22% -$19.6K ﹤0.01% 998
2025
Q2 		$85.4K Sell
955
-124
-11% -$10.2K 0.02% 159
2025
Q1 		$79.6K Buy
1,079
+333
+45% +$24K 0.02% 172
2024
Q4 		$51.3K Sell
746
-123
-14% -$8.78K 0.01% 181
2024
Q3 		$68.8K Sell
869
-22
-2% -$1.55K 0.02% 149
2024
Q2 		$52.1K Buy
891
+27
+3% +$1.88K 0.01% 192
2024
Q1 		$59.8K Sell
864
-183
-17% -$13.1K 0.02% 157
2023
Q4 		$64.5K Buy
1,047
+215
+26% +$11.2K 0.02% 150
2023
Q3 		$38.3K Buy
832
+47
+6% +$2.15K 0.01% 213
2023
Q2 		$33.9K Buy
+785
New +$29.2K 0.01% 316
2022
Q4 		$17.6K Buy
+605
New +$16.6K 0.01% 467

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

Cornerstone Planning Group's UBER Position: Q2 2026 in Review

Cornerstone Planning Group increased its Uber (UBER) stake by 11% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,624 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #229.

Cornerstone Planning Group first reported a position in UBER in Q4 2022 and has held it in 14 quarters since. 1,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Cornerstone Planning Group held 1,624 shares of Uber worth $114K as of Q2 2026.
  • Cornerstone Planning Group bought 155 Uber shares in Q2 2026, an estimated $11.4K.
  • Uber made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #229 holding.
  • Cornerstone Planning Group first reported a position in Uber in Q4 2022 and has held it in 14 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.