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Planning Strategies Inc.’s Uber UBER Stock Holding History

Planning Strategies Inc.’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 		$12.8K Buy
+177
New +$13K 0.01% 295

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Planning Strategies Inc.'s UBER Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Uber (UBER) in Q2 2026: 177 shares worth $12.8K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

871 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Planning Strategies Inc. held 177 shares of Uber worth $12.8K as of Q2 2026.
  • Uber was a new Planning Strategies Inc. position in Q2 2026.
  • Uber made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #295 holding.
  • 871 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.