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Kapstone Financial Advisors’s Uber UBER Stock Holding History

Kapstone Financial Advisors’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
Q1 		$1.06M Buy
14,689
+207
+1% +$15.9K 0.52% 40
2025
Q4 		$1.18M Buy
14,482
+6,339
+78% +$571K 0.59% 31
2025
Q3 		$798K Buy
8,143
+3,698
+83% +$346K 0.38% 39
2025
Q2 		$415K Buy
+4,445
New +$366K 0.21% 63

Other funds holding UBER

BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapstone Financial Advisors's UBER Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Uber (UBER) stake by 1.4% in Q1 2026, buying an estimated $15.9K and bringing the position to 14,689 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #40.

Kapstone Financial Advisors first reported a position in UBER in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q4 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Kapstone Financial Advisors held 14,689 shares of Uber worth $1.06M as of Q1 2026.
  • Kapstone Financial Advisors bought 207 Uber shares in Q1 2026, an estimated $15.9K.
  • Uber made up 0.52% of Kapstone Financial Advisors's portfolio in Q1 2026, its #40 holding.
  • Kapstone Financial Advisors first reported a position in Uber in Q2 2025 and has held it in 4 quarters since.
  • Kapstone Financial Advisors's Uber position peaked at $1.18M in Q4 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.