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PDS Planning’s Uber UBER Stock Holding History

PDS 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 		$658K Buy
9,118
+442
+5% +$32.4K 0.04% 242
2026
Q1 		$624K Buy
8,676
+163
+2% +$12.5K 0.04% 220
2025
Q4 		$696K Sell
8,513
-391
-4% -$35.2K 0.05% 198
2025
Q3 		$872K Buy
8,904
+433
+5% +$40.5K 0.06% 151
2025
Q2 		$790K Buy
8,471
+1,019
+14% +$83.9K 0.06% 159
2025
Q1 		$543K Buy
7,452
+1,978
+36% +$143K 0.05% 195
2024
Q4 		$330K Sell
5,474
-387
-7% -$27.6K 0.03% 270
2024
Q3 		$441K Buy
5,861
+363
+7% +$25.6K 0.04% 218
2024
Q2 		$400K Sell
5,498
-148
-3% -$10.3K 0.04% 209
2024
Q1 		$435K Buy
5,646
+970
+21% +$69.6K 0.05% 184
2023
Q4 		$288K Buy
4,676
+144
+3% +$7.53K 0.03% 240
2023
Q3 		$208K Buy
+4,532
New +$207K 0.03% 291

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

PDS Planning's UBER Position: Q2 2026 in Review

PDS Planning increased its Uber (UBER) stake by 5.1% in Q2 2026, buying an estimated $32.4K and bringing the position to 9,118 shares worth $658K. The position accounts for 0.04% of the portfolio, ranked #242.

PDS Planning first reported a position in UBER in Q3 2023 and has held it in 12 quarters since. The position peaked at $872K in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • PDS Planning held 9,118 shares of Uber worth $658K as of Q2 2026.
  • PDS Planning bought 442 Uber shares in Q2 2026, an estimated $32.4K.
  • Uber made up 0.04% of PDS Planning's portfolio in Q2 2026, its #242 holding.
  • PDS Planning first reported a position in Uber in Q3 2023 and has held it in 12 quarters since.
  • PDS Planning's Uber position peaked at $872K in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.