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Arkadios Wealth Advisors’s Uber UBER Stock Holding History

Arkadios Wealth Advisors’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 		$11.5M Buy
159,935
+23,546
+17% +$1.73M 0.17% 126
2026
Q1 		$9.81M Sell
136,389
-10,872
-7% -$837K 0.16% 146
2025
Q4 		$12M Buy
147,261
+38,662
+36% +$3.48M 0.23% 86
2025
Q3 		$10.6M Buy
108,599
+29,699
+38% +$2.78M 0.26% 80
2025
Q2 		$7.36M Buy
78,900
+4,140
+6% +$341K 0.22% 103
2025
Q1 		$5.45M Buy
74,760
+42,753
+134% +$3.08M 0.21% 115
2024
Q4 		$1.93M Buy
32,007
+686
+2% +$49K 0.11% 192
2024
Q3 		$2.35M Buy
31,321
+15,626
+100% +$1.1M 0.13% 159
2024
Q2 		$1.14M Buy
15,695
+5,284
+51% +$367K 0.08% 252
2024
Q1 		$802K Sell
10,411
-648
-6% -$46.5K 0.06% 283
2023
Q4 		$681K Buy
11,059
+222
+2% +$11.6K 0.06% 297
2023
Q3 		$498K Buy
10,837
+753
+7% +$34.4K 0.05% 338
2023
Q2 		$435K Buy
10,084
+1,306
+15% +$48.5K 0.05% 346
2023
Q1 		$278K Buy
+8,778
New +$278K 0.03% 460
2022
Q2 		– Sell
-6,271
Closed -$224K – 606
2022
Q1 		$224K Buy
+6,271
New +$225K 0.03% 504
2021
Q4 		– Sell
-2,770
Closed -$124K – 1700
2021
Q3 		$124K Buy
2,770
+275
+11% +$12K 0.02% 630
2021
Q2 		$125K Buy
2,495
+41
+2% +$2.14K 0.02% 665
2021
Q1 		$133K Buy
2,454
+500
+26% +$27.9K 0.02% 488
2020
Q4 		$99K Buy
1,954
+643
+49% +$28.8K 0.02% 444
2020
Q3 		$44.2K Buy
1,311
+1,100
+521% +$36.3K 0.02% 442
2020
Q2 		$6.53K Buy
211
+31
+17% +$966 ﹤0.01% 737
2020
Q1 		$5.03K Sell
180
-75
-29% -$2.47K ﹤0.01% 782
2019
Q4 		$10.2K Buy
+255
New +$7.57K 0.01% 588

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

Arkadios Wealth Advisors's UBER Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Uber (UBER) stake by 17% in Q2 2026, buying an estimated $1.73M and bringing the position to 159,935 shares worth $11.5M. The position accounts for 0.17% of the portfolio, ranked #126.

Arkadios Wealth Advisors first reported a position in UBER in Q4 2019 and has held it in 23 quarters since. The position peaked at $12M in Q4 2025. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Arkadios Wealth Advisors held 159,935 shares of Uber worth $11.5M as of Q2 2026.
  • Arkadios Wealth Advisors bought 23,546 Uber shares in Q2 2026, an estimated $1.73M.
  • Uber made up 0.17% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Arkadios Wealth Advisors first reported a position in Uber in Q4 2019 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Uber position peaked at $12M in Q4 2025.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.