Intrepid Financial Planning Group’s Uber UBER Stock Holding History

Intrepid Financial Planning 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	$227K	Buy	3,145 +51	+2%	+$3.74K	0.08%	121
2026 Q1	$223K	Hold	3,094	–	–	0.09%	114
2025 Q4	$253K	Hold	3,094	–	–	0.1%	103
2025 Q3	$303K	Hold	3,094	–	–	0.12%	99
2025 Q2	$289K	Hold	3,094	–	–	0.12%	100
2025 Q1	$225K	Buy	+3,094	New	+$223K	0.1%	106
2024 Q4	–	Sell	-3,094	Closed	-$233K	–	130
2024 Q3	$233K	Hold	3,094	–	–	0.1%	107
2024 Q2	$225K	Hold	3,094	–	–	0.1%	109
2024 Q1	$238K	Sell	3,094 -195	-6%	-$14K	0.1%	110
2023 Q4	$203K	Buy	+3,289	New	+$172K	0.1%	111

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

Intrepid Financial Planning Group's UBER Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Uber (UBER) stake by 1.6% in Q2 2026, buying an estimated $3.74K and bringing the position to 3,145 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #121.

Intrepid Financial Planning Group first reported a position in UBER in Q4 2023 and has held it in 10 quarters since. The position peaked at $303K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Intrepid Financial Planning Group held 3,145 shares of Uber worth $227K as of Q2 2026.
Intrepid Financial Planning Group bought 51 Uber shares in Q2 2026, an estimated $3.74K.
Uber made up 0.08% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #121 holding.
Intrepid Financial Planning Group first reported a position in Uber in Q4 2023 and has held it in 10 quarters since.
Intrepid Financial Planning Group's Uber position peaked at $303K in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.