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Falcon Wealth Planning’s Uber UBER Stock Holding History

Falcon Wealth 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 		– Sell
-4,349
Closed -$313K – 266
2026
Q1 		$313K Sell
4,349
-60
-1% -$4.62K 0.02% 176
2025
Q4 		$360K Buy
4,409
+397
+10% +$35.7K 0.03% 153
2025
Q3 		$393K Buy
+4,012
New +$375K 0.04% 130

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

Falcon Wealth Planning's UBER Position: Q2 2026 in Review

Falcon Wealth Planning sold out of Uber (UBER) in Q2 2026, closing a stake of 4,349 shares — an estimated $313K sold.

Falcon Wealth Planning first reported a position in UBER in Q3 2025 and held it in 3 quarters. The position peaked at $393K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Falcon Wealth Planning reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • Falcon Wealth Planning sold 4,349 Uber shares in Q2 2026, an estimated $313K.
  • Falcon Wealth Planning first reported a position in Uber in Q3 2025 and held it in 3 quarters.
  • Falcon Wealth Planning's Uber position peaked at $393K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.