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Kerr Financial Planning’s Uber UBER Stock Holding History

Kerr Financial 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 		$83K Buy
1,150
+250
+28% +$18.3K 0.09% 147
2026
Q1 		$67.1K Sell
900
-200
-18% -$15.4K 0.05% 157
2025
Q4 		$82.8K Buy
1,100
+980
+817% +$88.2K 0.11% 140
2025
Q3 		$11K Buy
+120
New +$11.2K 0.02% 344

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

Kerr Financial Planning's UBER Position: Q2 2026 in Review

Kerr Financial Planning increased its Uber (UBER) stake by 28% in Q2 2026, buying an estimated $18.3K and bringing the position to 1,150 shares worth $83K. The position accounts for 0.09% of the portfolio, ranked #147.

Kerr Financial Planning first reported a position in UBER in Q3 2025 and has held it in 4 quarters since. 2,417 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Kerr Financial Planning held 1,150 shares of Uber worth $83K as of Q2 2026.
  • Kerr Financial Planning bought 250 Uber shares in Q2 2026, an estimated $18.3K.
  • Uber made up 0.09% of Kerr Financial Planning's portfolio in Q2 2026, its #147 holding.
  • Kerr Financial Planning first reported a position in Uber in Q3 2025 and has held it in 4 quarters since.
  • 2,417 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.