Creative Planning
UBER icon

Creative Planning’s Uber UBER Stock Holding History

Creative 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 		$30.4M Sell
420,860
-53,274
-11% -$3.91M 0.02% 360
2026
Q1 		$34.1M Sell
474,134
-49,910
-10% -$3.84M 0.02% 286
2025
Q4 		$42.8M Buy
524,044
+55,183
+12% +$4.97M 0.03% 225
2025
Q3 		$45.9M Buy
468,861
+85,610
+22% +$8.01M 0.04% 199
2025
Q2 		$35.8M Buy
383,251
+25,790
+7% +$2.12M 0.03% 226
2025
Q1 		$26M Buy
357,461
+156,914
+78% +$11.3M 0.02% 262
2024
Q4 		$12.1M Buy
200,547
+5,384
+3% +$384K 0.01% 397
2024
Q3 		$14.7M Buy
195,163
+49,491
+34% +$3.48M 0.01% 342
2024
Q2 		$10.6M Buy
145,672
+4,600
+3% +$320K 0.01% 396
2024
Q1 		$10.9M Buy
141,072
+51,430
+57% +$3.69M 0.01% 383
2023
Q4 		$5.52M Buy
89,642
+3,341
+4% +$175K 0.01% 539
2023
Q3 		$3.97M Buy
86,301
+7,446
+9% +$340K 0.01% 600
2023
Q2 		$3.4M Sell
78,855
-5,260
-6% -$196K ﹤0.01% 633
2023
Q1 		$2.67M Sell
84,115
-1,230
-1% -$39K ﹤0.01% 688
2022
Q4 		$2.11M Buy
85,345
+369
+0.4% +$10.1K ﹤0.01% 729
2022
Q3 		$2.25M Sell
84,976
-14,104
-14% -$390K ﹤0.01% 665
2022
Q2 		$2.03M Buy
99,080
+26,874
+37% +$713K ﹤0.01% 713
2022
Q1 		$2.58M Buy
72,206
+33,718
+88% +$1.21M ﹤0.01% 646
2021
Q4 		$1.61M Sell
38,488
-544
-1% -$23.5K ﹤0.01% 761
2021
Q3 		$1.75M Buy
39,032
+9,437
+32% +$412K ﹤0.01% 725
2021
Q2 		$1.48M Sell
29,595
-17,098
-37% -$893K ﹤0.01% 785
2021
Q1 		$2.54M Buy
46,693
+6,428
+16% +$359K 0.01% 625
2020
Q4 		$2.05M Sell
40,265
-53
-0.1% -$2.38K ﹤0.01% 666
2020
Q3 		$1.47M Buy
40,318
+2,238
+6% +$73.9K ﹤0.01% 675
2020
Q2 		$1.18M Sell
38,080
-2,399
-6% -$74.8K ﹤0.01% 684
2020
Q1 		$1.13M Buy
40,479
+21,753
+116% +$716K ﹤0.01% 599
2019
Q4 		$557K Buy
18,726
+822
+5% +$24.4K ﹤0.01% 1052
2019
Q3 		$546K Buy
17,904
+7,510
+72% +$283K ﹤0.01% 1014
2019
Q2 		$482K Buy
+10,394
New +$441K ﹤0.01% 1099

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

Creative Planning's UBER Position: Q2 2026 in Review

Creative Planning reduced its Uber (UBER) stake by 11% in Q2 2026, selling an estimated $3.91M and leaving 420,860 shares worth $30.4M. The position accounts for 0.02% of the portfolio, ranked #360.

Creative Planning first reported a position in UBER in Q2 2019 and has held it in 29 quarters since. The position peaked at $45.9M in Q3 2025. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Creative Planning held 420,860 shares of Uber worth $30.4M as of Q2 2026.
  • Creative Planning sold 53,274 Uber shares in Q2 2026, an estimated $3.91M.
  • Uber made up 0.02% of Creative Planning's portfolio in Q2 2026, its #360 holding.
  • Creative Planning first reported a position in Uber in Q2 2019 and has held it in 29 quarters since.
  • Creative Planning's Uber position peaked at $45.9M in Q3 2025.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.