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Uber Technologies shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Uber Technologies (UBER) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Uber Technologies

Tip: Access up to 7 years of quarterly data

All positions including Uber Technologies held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Uber Technologies by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 2.1k 97.97
2020-09-30 $325k 8.9k 36.46
2020-06-30 $277k 8.9k 31.07

More positions owned by Capstone Financial Advisors

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Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Uber Technologies

Vanguard Group
BlackRock
Capital Research Global Investors
State Street Corporation
Morgan Stanley
Public Investment Fund
FMR
Geode Capital Management
Jpmorgan Chase & Co
Pershing Square Capital Management
Susquehanna International
UBS Group
Northern Trust
Capital World Investors
Goldman Sachs Group

View all funds holding Uber Technologies