UFPG
UBER icon

United Financial Planning Group’s Uber UBER Stock Holding History

United Financial Planning Group’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 		$6.35K Hold
88
– – ﹤0.01% 332
2026
Q1 		$6.33K Buy
88
+53
+151% +$4.08K ﹤0.01% 279
2025
Q4 		$2.86K Buy
+35
New +$3.15K ﹤0.01% 314

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's UBER Position: Q2 2026 in Review

United Financial Planning Group held its Uber (UBER) position steady in Q2 2026 at 88 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

United Financial Planning Group first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • United Financial Planning Group held 88 shares of Uber worth $6.35K as of Q2 2026.
  • United Financial Planning Group left its Uber share count unchanged in Q2 2026.
  • Uber made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #332 holding.
  • United Financial Planning Group first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.