PlanVest Financial’s Uber UBER Stock Holding History

PlanVest Financial’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	$1.95K	Hold	27	–	–	﹤0.01%	517
2026 Q1	$1.94K	Buy	+27	New	+$2.08K	﹤0.01%	493

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PSH

Pershing Square Holdings New York $19.5B AUM 3.67% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PlanVest Financial's UBER Position: Q2 2026 in Review

PlanVest Financial held its Uber (UBER) position steady in Q2 2026 at 27 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

PlanVest Financial first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. 2,293 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

PlanVest Financial held 27 shares of Uber worth $1.95K as of Q2 2026.
PlanVest Financial left its Uber share count unchanged in Q2 2026.
Uber made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #517 holding.
PlanVest Financial first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
2,293 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.