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Plancorp LLC’s Uber UBER Stock Holding History

Plancorp LLC’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 		– Sell
-4,047
Closed -$285K – 443
2026
Q1 		$285K Buy
4,047
+88
+2% +$6.77K 0.01% 300
2025
Q4 		$323K Sell
3,959
-3
-0.1% -$270 0.01% 276
2025
Q3 		$388K Sell
3,962
-779
-16% -$72.9K 0.01% 259
2025
Q2 		$442K Buy
4,741
+994
+27% +$81.8K 0.02% 242
2025
Q1 		$273K Buy
+3,747
New +$270K 0.01% 298

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Plancorp LLC's UBER Position: Q2 2026 in Review

Plancorp LLC sold out of Uber (UBER) in Q2 2026, closing a stake of 4,047 shares — an estimated $285K sold.

Plancorp LLC first reported a position in UBER in Q1 2025 and held it in 5 quarters. The position peaked at $442K in Q2 2025. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Plancorp LLC reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
  • Plancorp LLC sold 4,047 Uber shares in Q2 2026, an estimated $285K.
  • Plancorp LLC first reported a position in Uber in Q1 2025 and held it in 5 quarters.
  • Plancorp LLC's Uber position peaked at $442K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.