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Advisor OS’s Uber UBER Stock Holding History

Advisor OS’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 		$379K Sell
5,248
-1,296
-20% -$95K 0.03% 386
2026
Q1 		$471K Sell
6,544
-5,200
-44% -$400K 0.03% 312
2025
Q4 		$960K Sell
11,744
-364
-3% -$32.8K 0.08% 167
2025
Q3 		$1.19M Sell
12,108
-1,022
-8% -$95.6K 0.1% 133
2025
Q2 		$1.23M Sell
13,130
-2,386
-15% -$196K 0.12% 118
2025
Q1 		$1.13M Sell
15,516
-727
-4% -$52.4K 0.13% 112
2024
Q4 		$980K Sell
16,243
-4,376
-21% -$312K 0.11% 124
2024
Q3 		$1.55M Sell
20,619
-705
-3% -$49.6K 0.15% 110
2024
Q2 		$1.55M Buy
21,324
+2,226
+12% +$155K 0.17% 107
2024
Q1 		$1.47M Buy
19,098
+1,811
+10% +$130K 0.17% 109
2023
Q4 		$1.06M Sell
17,287
-2,374
-12% -$124K 0.14% 136
2023
Q3 		$904K Buy
+19,661
New +$898K 0.14% 139

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

Advisor OS's UBER Position: Q2 2026 in Review

Advisor OS reduced its Uber (UBER) stake by 20% in Q2 2026, selling an estimated $95K and leaving 5,248 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #386.

Advisor OS first reported a position in UBER in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q2 2024. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Advisor OS held 5,248 shares of Uber worth $379K as of Q2 2026.
  • Advisor OS sold 1,296 Uber shares in Q2 2026, an estimated $95K.
  • Uber made up 0.03% of Advisor OS's portfolio in Q2 2026, its #386 holding.
  • Advisor OS first reported a position in Uber in Q3 2023 and has held it in 12 quarters since.
  • Advisor OS's Uber position peaked at $1.55M in Q2 2024.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.