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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
Q2 		$941K Sell
13,039
-1,650
-11% -$121K 0.39% 50
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 $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

Kapstone Financial Advisors's UBER Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Uber (UBER) stake by 11% in Q2 2026, selling an estimated $121K and leaving 13,039 shares worth $941K. The position accounts for 0.39% of the portfolio, ranked #50.

Kapstone Financial Advisors first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Kapstone Financial Advisors held 13,039 shares of Uber worth $941K as of Q2 2026.
  • Kapstone Financial Advisors sold 1,650 Uber shares in Q2 2026, an estimated $121K.
  • Uber made up 0.39% of Kapstone Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Kapstone Financial Advisors first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
  • Kapstone Financial Advisors's Uber position peaked at $1.18M in Q4 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.