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
2025 Q4	–	Sell	-5,000	Closed	-$198K	–	4111
2025 Q3	$198K	Sell	5,000 -2,000	-29%	-$187K	﹤0.01%	3492
2025 Q2	$259K	Sell	7,000 -3,000	-30%	-$247K	﹤0.01%	3026
2025 Q1	$213K	Buy	+10,000	New	+$720K	﹤0.01%	3012
2023 Q3	–	Sell	-500	Closed	-$15.8K	–	3038
2023 Q2	$15.8K	Buy	+500	New	+$18.6K	﹤0.01%	2517
2023 Q1	–	Sell	-1,000	Closed	-$1.12K	–	2780
2022 Q4	$1.12K	Buy	+1,000	New	+$27.4K	﹤0.01%	2443
2022 Q3	–	Sell	-800	Closed	-$3K	–	2445
2022 Q2	$3K	Buy	+800	New	+$21.2K	﹤0.01%	2244
2021 Q4	–	Sell	-11,200	Closed	-$95K	–	2219
2021 Q3	$95K	Hold	11,200	–	–	﹤0.01%	1947
2021 Q2	$147K	Sell	11,200 -2,000	-15%	-$104K	﹤0.01%	1837
2021 Q1	$249K	Sell	13,200 -800	-6%	-$44.6K	﹤0.01%	1918
2020 Q4	$242K	Buy	14,000 +13,500	+2,700%	+$605K	﹤0.01%	1760
2020 Q3	$3K	Sell	500 -800	-62%	-$26.4K	﹤0.01%	2080
2020 Q2	$1K	Buy	+1,300	New	+$40.5K	﹤0.01%	2005

Other funds holding UBER

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's UBER Position: Q1 2026 in Review

Creative Planning reduced its Uber (UBER) stake by 9.5% in Q1 2026, selling an estimated $3.84M and leaving 474,134 shares worth $34.1M. The position accounts for 0.02% of the portfolio, ranked #286.

Creative Planning first reported a position in UBER in Q2 2019 and has held it in 28 quarters since. The position peaked at $45.9M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

Creative Planning held 474,134 shares of Uber worth $34.1M as of Q1 2026.
Creative Planning sold 49,910 Uber shares in Q1 2026, an estimated $3.84M.
Uber made up 0.02% of Creative Planning's portfolio in Q1 2026, its #286 holding.
Creative Planning first reported a position in Uber in Q2 2019 and has held it in 28 quarters since.
Creative Planning's Uber position peaked at $45.9M in Q3 2025.
2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.