Estate Planners Group’s Uber UBER Stock Holding History

Estate Planners 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	$296K	Sell	4,106 -2,992	-42%	-$219K	0.13%	54
2026 Q1	$511K	Buy	7,098 +259	+4%	+$19.9K	0.25%	41
2025 Q4	$559K	Buy	+6,839	New	+$616K	0.24%	39

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

Estate Planners Group's UBER Position: Q2 2026 in Review

Estate Planners Group reduced its Uber (UBER) stake by 42% in Q2 2026, selling an estimated $219K and leaving 4,106 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #54.

Estate Planners Group first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $559K in Q4 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Estate Planners Group held 4,106 shares of Uber worth $296K as of Q2 2026.
Estate Planners Group sold 2,992 Uber shares in Q2 2026, an estimated $219K.
Uber made up 0.13% of Estate Planners Group's portfolio in Q2 2026, its #54 holding.
Estate Planners Group first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
Estate Planners Group's Uber position peaked at $559K in Q4 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.