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Mark Sheptoff Financial Planning’s Uber UBER Stock Holding History

Mark Sheptoff 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 		$10.8K Hold
150
– – 0.01% 345
2026
Q1 		$10.9K Hold
150
– – 0.01% 334
2025
Q4 		$12.3K Hold
150
– – 0.01% 328
2025
Q3 		$14.7K Sell
150
-1,028
-87% -$96.1K 0.01% 306
2025
Q2 		$110K Buy
1,178
+198
+20% +$16.3K 0.06% 121
2025
Q1 		$71.4K Buy
980
+830
+553% +$59.8K 0.04% 145
2024
Q4 		$9.05K Hold
150
– – ﹤0.01% 327
2024
Q3 		$11.3K Hold
150
– – 0.01% 298
2024
Q2 		$10.9K Hold
150
– – 0.01% 307
2024
Q1 		$11.5K Hold
150
– – 0.01% 285
2023
Q4 		$9.24K Buy
+150
New +$7.85K 0.01% 292

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

Mark Sheptoff Financial Planning's UBER Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Uber (UBER) position steady in Q2 2026 at 150 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #345.

Mark Sheptoff Financial Planning first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $110K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Mark Sheptoff Financial Planning held 150 shares of Uber worth $10.8K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Uber share count unchanged in Q2 2026.
  • Uber made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #345 holding.
  • Mark Sheptoff Financial Planning first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • Mark Sheptoff Financial Planning's Uber position peaked at $110K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.