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Personal CFO Solutions’s Uber UBER Stock Holding History

Personal CFO Solutions’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 		$871K Sell
12,068
-6,473
-35% -$475K 0.13% 147
2026
Q1 		$1.33M Buy
18,541
+731
+4% +$56.3K 0.19% 91
2025
Q4 		$1.46M Buy
17,810
+408
+2% +$36.7K 0.23% 73
2025
Q3 		$1.7M Buy
17,402
+6,284
+57% +$588K 0.3% 60
2025
Q2 		$1.04M Buy
11,118
+1,973
+22% +$162K 0.19% 103
2025
Q1 		$666K Buy
9,145
+2,049
+29% +$148K 0.14% 167
2024
Q4 		$428K Buy
7,096
+1,024
+17% +$73.1K 0.08% 231
2024
Q3 		$456K Sell
6,072
-244
-4% -$17.2K 0.06% 285
2024
Q2 		$459K Buy
6,316
+242
+4% +$16.8K 0.07% 261
2024
Q1 		$468K Buy
6,074
+276
+5% +$19.8K 0.07% 274
2023
Q4 		$357K Sell
5,798
-765
-12% -$40K 0.06% 326
2023
Q3 		$302K Sell
6,563
-135
-2% -$6.17K 0.06% 319
2023
Q2 		$289K Buy
+6,698
New +$249K 0.06% 340

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

Personal CFO Solutions's UBER Position: Q2 2026 in Review

Personal CFO Solutions reduced its Uber (UBER) stake by 35% in Q2 2026, selling an estimated $475K and leaving 12,068 shares worth $871K. The position accounts for 0.13% of the portfolio, ranked #147.

Personal CFO Solutions first reported a position in UBER in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.7M in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Personal CFO Solutions held 12,068 shares of Uber worth $871K as of Q2 2026.
  • Personal CFO Solutions sold 6,473 Uber shares in Q2 2026, an estimated $475K.
  • Uber made up 0.13% of Personal CFO Solutions's portfolio in Q2 2026, its #147 holding.
  • Personal CFO Solutions first reported a position in Uber in Q2 2023 and has held it in 13 quarters since.
  • Personal CFO Solutions's Uber position peaked at $1.7M in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.