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AE Wealth Management’s Uber UBER Stock Holding History

AE Wealth 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 		$4.55M Buy
62,993
+3,536
+6% +$259K 0.02% 454
2026
Q1 		$4.28M Sell
59,457
-173,560
-74% -$13.4M 0.02% 455
2025
Q4 		$19M Sell
233,017
-68,718
-23% -$6.19M 0.11% 193
2025
Q3 		$29.6M Buy
301,735
+27,073
+10% +$2.53M 0.19% 119
2025
Q2 		$25.6M Buy
274,662
+121,233
+79% +$9.98M 0.19% 123
2025
Q1 		$11.2M Buy
153,429
+2,495
+2% +$180K 0.09% 223
2024
Q4 		$9.1M Buy
150,934
+16,698
+12% +$1.19M 0.08% 248
2024
Q3 		$10.1M Buy
134,236
+8,801
+7% +$620K 0.09% 238
2024
Q2 		$9.12M Buy
125,435
+25,692
+26% +$1.79M 0.09% 235
2024
Q1 		$7.68M Sell
99,743
-34,274
-26% -$2.46M 0.09% 244
2023
Q4 		$8.78M Buy
134,017
+50,161
+60% +$2.62M 0.04% 427
2023
Q3 		$3.86M Sell
83,856
-8,411
-9% -$384K 0.02% 618
2023
Q2 		$3.98M Buy
92,267
+7,869
+9% +$292K 0.02% 613
2023
Q1 		$2.68M Buy
84,398
+29,903
+55% +$948K 0.02% 695
2022
Q4 		$1.35M Sell
54,495
-20,582
-27% -$563K 0.01% 878
2022
Q3 		$1.99M Buy
75,077
+11,507
+18% +$318K 0.02% 705
2022
Q2 		$1.3M Buy
63,570
+17,706
+39% +$470K 0.01% 807
2022
Q1 		$1.64M Sell
45,864
-22,618
-33% -$813K 0.01% 751
2021
Q4 		$2.87M Buy
68,482
+39,643
+137% +$1.71M 0.02% 586
2021
Q3 		$1.29M Sell
28,839
-7,030
-20% -$307K 0.01% 789
2021
Q2 		$1.8M Buy
35,869
+12,633
+54% +$660K 0.02% 671
2021
Q1 		$1.27M Buy
23,236
+4,676
+25% +$261K 0.01% 701
2020
Q4 		$947K Sell
18,560
-470
-2% -$21.1K 0.01% 723
2020
Q3 		$694K Buy
19,030
+7,495
+65% +$247K 0.01% 745
2020
Q2 		$359K Buy
11,535
+4,041
+54% +$126K 0.01% 973
2020
Q1 		$209K Sell
7,494
-2,324
-24% -$76.5K ﹤0.01% 997
2019
Q4 		$292K Sell
9,818
-2,252
-19% -$66.8K 0.01% 909
2019
Q3 		$368K Sell
12,070
-82
-0.7% -$3.09K 0.01% 709
2019
Q2 		$564K Buy
+12,152
New +$516K 0.02% 555

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

AE Wealth Management's UBER Position: Q2 2026 in Review

AE Wealth Management increased its Uber (UBER) stake by 5.9% in Q2 2026, buying an estimated $259K and bringing the position to 62,993 shares worth $4.55M. The position accounts for 0.02% of the portfolio, ranked #454.

AE Wealth Management first reported a position in UBER in Q2 2019 and has held it in 29 quarters since. The position peaked at $29.6M in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • AE Wealth Management held 62,993 shares of Uber worth $4.55M as of Q2 2026.
  • AE Wealth Management bought 3,536 Uber shares in Q2 2026, an estimated $259K.
  • Uber made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #454 holding.
  • AE Wealth Management first reported a position in Uber in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Uber position peaked at $29.6M in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.