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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
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
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

Total Wealth Planning & Management's UBER Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Uber (UBER) stake by 23% in Q1 2026, selling an estimated $207K and leaving 8,997 shares worth $647K. The position accounts for 0.48% of the portfolio, ranked #71.

Total Wealth Planning & Management first reported a position in UBER in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.06M in Q1 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Total Wealth Planning & Management held 8,997 shares of Uber worth $647K as of Q1 2026.
  • Total Wealth Planning & Management sold 2,683 Uber shares in Q1 2026, an estimated $207K.
  • Uber made up 0.48% of Total Wealth Planning & Management's portfolio in Q1 2026, its #71 holding.
  • Total Wealth Planning & Management first reported a position in Uber in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Uber position peaked at $1.06M in Q1 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.