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WealthPlan Investment Management’s Uber UBER Stock Holding History

WealthPlan Investment 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 		$1.73M Sell
23,907
-499
-2% -$36.6K 0.09% 175
2026
Q1 		$1.76M Buy
24,406
+697
+3% +$53.6K 0.1% 168
2025
Q4 		$1.94M Buy
23,709
+5,263
+29% +$474K 0.12% 145
2025
Q3 		$1.81M Buy
18,446
+80
+0.4% +$7.48K 0.12% 135
2025
Q2 		$1.71M Buy
18,366
+1,973
+12% +$162K 0.12% 134
2025
Q1 		$1.19M Buy
16,393
+9,512
+138% +$685K 0.12% 126
2024
Q4 		$415K Sell
6,881
-373
-5% -$26.6K 0.04% 188
2024
Q3 		$545K Buy
7,254
+76
+1% +$5.35K 0.06% 153
2024
Q2 		$522K Sell
7,178
-4,763
-40% -$331K 0.08% 118
2024
Q1 		$919K Buy
11,941
+2,157
+22% +$155K 0.14% 99
2023
Q4 		$602K Buy
9,784
+778
+9% +$40.7K 0.1% 115
2023
Q3 		$414K Buy
9,006
+5,862
+186% +$268K 0.07% 123
2023
Q2 		$136K Sell
3,144
-2,040
-39% -$75.8K 0.04% 143
2023
Q1 		$164K Buy
+5,184
New +$164K 0.03% 168

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

WealthPlan Investment Management's UBER Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Uber (UBER) stake by 2% in Q2 2026, selling an estimated $36.6K and leaving 23,907 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #175.

WealthPlan Investment Management first reported a position in UBER in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.94M in Q4 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • WealthPlan Investment Management held 23,907 shares of Uber worth $1.73M as of Q2 2026.
  • WealthPlan Investment Management sold 499 Uber shares in Q2 2026, an estimated $36.6K.
  • Uber made up 0.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #175 holding.
  • WealthPlan Investment Management first reported a position in Uber in Q1 2023 and has held it in 14 quarters since.
  • WealthPlan Investment Management's Uber position peaked at $1.94M in Q4 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.