Annex Advisory Services’s Uber UBER Stock Holding History

Annex Advisory Services’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	$37.9M	Sell	525,251 -11,214	-2%	-$822K	0.65%	43
2026 Q1	$38.6M	Sell	536,465 -82,728	-13%	-$6.37M	0.72%	40
2025 Q4	$50.6M	Buy	619,193 +31,273	+5%	+$2.82M	0.97%	35
2025 Q3	$57.6M	Buy	587,920 +35,258	+6%	+$3.3M	1.23%	27
2025 Q2	$51.6M	Buy	552,662 +145,071	+36%	+$11.9M	1.24%	23
2025 Q1	$29.7M	Buy	407,591 +159,248	+64%	+$11.5M	0.84%	36
2024 Q4	$15M	Buy	+248,343	New	+$17.7M	0.45%	54
2024 Q2	–	Sell	-2,622	Closed	-$202K	–	306
2024 Q1	$202K	Buy	+2,622	New	+$188K	0.01%	271

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Annex Advisory Services's UBER Position: Q2 2026 in Review

Annex Advisory Services reduced its Uber (UBER) stake by 2.1% in Q2 2026, selling an estimated $822K and leaving 525,251 shares worth $37.9M. The position accounts for 0.65% of the portfolio, ranked #43.

Annex Advisory Services first reported a position in UBER in Q1 2024 and has held it in 8 quarters since. The position peaked at $57.6M in Q3 2025. 2,410 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Annex Advisory Services held 525,251 shares of Uber worth $37.9M as of Q2 2026.
Annex Advisory Services sold 11,214 Uber shares in Q2 2026, an estimated $822K.
Uber made up 0.65% of Annex Advisory Services's portfolio in Q2 2026, its #43 holding.
Annex Advisory Services first reported a position in Uber in Q1 2024 and has held it in 8 quarters since.
Annex Advisory Services's Uber position peaked at $57.6M in Q3 2025.
2,410 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.