Total Wealth Planning & Management’s Uber UBER Stock Holding History

Total Wealth Planning & Management’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	$736K	Buy	10,203 +1,206	+13%	+$88.4K	0.5%	59
2026 Q1	$647K	Sell	8,997 -2,683	-23%	-$207K	0.48%	71
2025 Q4	$954K	Buy	+11,680	New	+$1.05M	0.71%	37
2025 Q2	$1.02M	Sell	10,955 -3,537	-24%	-$291K	0.83%	26
2025 Q1	$1.06M	Buy	14,492 +7,768	+116%	+$560K	1%	23
2024 Q4	$406K	Buy	+6,724	New	+$480K	0.37%	79

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

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Total Wealth Planning & Management's UBER Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Uber (UBER) stake by 13% in Q2 2026, buying an estimated $88.4K and bringing the position to 10,203 shares worth $736K. The position accounts for 0.5% of the portfolio, ranked #59.

Total Wealth Planning & Management first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q1 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Total Wealth Planning & Management held 10,203 shares of Uber worth $736K as of Q2 2026.
Total Wealth Planning & Management bought 1,206 Uber shares in Q2 2026, an estimated $88.4K.
Uber made up 0.5% of Total Wealth Planning & Management's portfolio in Q2 2026, its #59 holding.
Total Wealth Planning & Management first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Uber position peaked at $1.06M in Q1 2025.
2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.