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WealthPLAN Partners’s Uber UBER Stock Holding History

WealthPLAN Partners’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 		– Sell
-7,546
Closed -$617K – 279
2025
Q4 		$617K Buy
7,546
+922
+14% +$83K 0.09% 161
2025
Q3 		$649K Buy
6,624
+2,903
+78% +$271K 0.1% 154
2025
Q2 		$347K Buy
+3,721
New +$306K 0.06% 198
2023
Q3 		– Sell
-200
Closed -$8.63K – 1107
2023
Q2 		$8.63K Hold
200
– – ﹤0.01% 816
2023
Q1 		$6.34K Buy
+200
New +$6.34K ﹤0.01% 957

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's UBER Position: Q1 2026 in Review

WealthPLAN Partners sold out of Uber (UBER) in Q1 2026, closing a stake of 7,546 shares — an estimated $617K sold.

WealthPLAN Partners first reported a position in UBER in Q1 2023 and held it in 5 quarters. The position peaked at $649K in Q3 2025. 2,443 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • WealthPLAN Partners reported no remaining Uber position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 7,546 Uber shares in Q1 2026, an estimated $617K.
  • WealthPLAN Partners first reported a position in Uber in Q1 2023 and held it in 5 quarters.
  • WealthPLAN Partners's Uber position peaked at $649K in Q3 2025.
  • 2,443 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.