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Pinnacle Wealth Planning Services’s Uber UBER Stock Holding History

Pinnacle Wealth Planning Services’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 		$762K Sell
10,590
-198
-2% -$15.2K 0.08% 138
2025
Q4 		$881K Sell
10,788
-691
-6% -$62.2K 0.09% 116
2025
Q3 		$1.12M Sell
11,479
-286
-2% -$26.7K 0.13% 90
2025
Q2 		$1.1M Buy
11,765
+1,539
+15% +$127K 0.14% 90
2025
Q1 		$745K Buy
10,226
+935
+10% +$67.4K 0.11% 106
2024
Q4 		$560K Sell
9,291
-5,060
-35% -$361K 0.08% 142
2024
Q3 		$1.08M Sell
14,351
-17
-0.1% -$1.2K 0.15% 94
2024
Q2 		$1.04M Buy
14,368
+1,060
+8% +$73.7K 0.15% 89
2024
Q1 		$1.02M Buy
13,308
+4,153
+45% +$298K 0.15% 98
2023
Q4 		$564K Buy
9,155
+502
+6% +$26.3K 0.09% 157
2023
Q3 		$398K Buy
8,653
+1,580
+22% +$72.2K 0.07% 200
2023
Q2 		$305K Sell
7,073
-306
-4% -$11.4K 0.05% 255
2023
Q1 		$234K Buy
+7,379
New +$234K 0.04% 331
2022
Q2 		– Sell
-6,032
Closed -$215K – 480
2022
Q1 		$215K Sell
6,032
-653
-10% -$23.5K 0.04% 359
2021
Q4 		$281K Buy
6,685
+357
+6% +$15.4K 0.05% 270
2021
Q3 		$283K Sell
6,328
-612
-9% -$26.7K 0.06% 253
2021
Q2 		$347K Buy
6,940
+1,633
+31% +$85.3K 0.08% 207
2021
Q1 		$289K Sell
5,307
-252
-5% -$14.1K 0.07% 225
2020
Q4 		$284K Buy
+5,559
New +$249K 0.07% 208

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

Pinnacle Wealth Planning Services's UBER Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Uber (UBER) stake by 1.8% in Q1 2026, selling an estimated $15.2K and leaving 10,590 shares worth $762K. The position accounts for 0.08% of the portfolio, ranked #138.

Pinnacle Wealth Planning Services first reported a position in UBER in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.12M in Q3 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Pinnacle Wealth Planning Services held 10,590 shares of Uber worth $762K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 198 Uber shares in Q1 2026, an estimated $15.2K.
  • Uber made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #138 holding.
  • Pinnacle Wealth Planning Services first reported a position in Uber in Q4 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's Uber position peaked at $1.12M in Q3 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.