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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
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 $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

PDS Planning's UBER Position: Q1 2026 in Review

PDS Planning increased its Uber (UBER) stake by 1.9% in Q1 2026, buying an estimated $12.5K and bringing the position to 8,676 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #220.

PDS Planning first reported a position in UBER in Q3 2023 and has held it in 11 quarters since. The position peaked at $872K in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • PDS Planning held 8,676 shares of Uber worth $624K as of Q1 2026.
  • PDS Planning bought 163 Uber shares in Q1 2026, an estimated $12.5K.
  • Uber made up 0.04% of PDS Planning's portfolio in Q1 2026, its #220 holding.
  • PDS Planning first reported a position in Uber in Q3 2023 and has held it in 11 quarters since.
  • PDS Planning's Uber position peaked at $872K in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.