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Donaldson Capital Management’s Uber UBER Stock Holding History

Donaldson Capital Management’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 		$10.5M Buy
145,960
+22,438
+18% +$1.65M 0.3% 58
2026
Q1 		$8.88M Buy
123,522
+24,158
+24% +$1.86M 0.29% 48
2025
Q4 		$8.12M Buy
99,364
+30,256
+44% +$2.72M 0.26% 60
2025
Q3 		$6.77M Buy
69,108
+23,447
+51% +$2.19M 0.21% 64
2025
Q2 		$4.26M Buy
45,661
+2,751
+6% +$226K 0.16% 70
2025
Q1 		$3.13M Buy
+42,910
New +$3.09M 0.12% 87

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

Donaldson Capital Management's UBER Position: Q2 2026 in Review

Donaldson Capital Management increased its Uber (UBER) stake by 18% in Q2 2026, buying an estimated $1.65M and bringing the position to 145,960 shares worth $10.5M. The position accounts for 0.3% of the portfolio, ranked #58.

Donaldson Capital Management first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. 2,432 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Donaldson Capital Management held 145,960 shares of Uber worth $10.5M as of Q2 2026.
  • Donaldson Capital Management bought 22,438 Uber shares in Q2 2026, an estimated $1.65M.
  • Uber made up 0.3% of Donaldson Capital Management's portfolio in Q2 2026, its #58 holding.
  • Donaldson Capital Management first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • 2,432 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.