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Avalon Trust’s Uber UBER Stock Holding History

Avalon Trust’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 		$55.3K Hold
766
– – ﹤0.01% 269
2026
Q1 		$55.1K Buy
766
+336
+78% +$25.9K ﹤0.01% 271
2025
Q4 		$35.1K Buy
430
+400
+1,333% +$36K ﹤0.01% 309
2025
Q3 		$2.94K Buy
+30
New +$2.81K ﹤0.01% 448
2025
Q1 		– Sell
-172
Closed -$10.4K – 503
2024
Q4 		$10.4K Buy
+172
New +$12.3K ﹤0.01% 315

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

Avalon Trust's UBER Position: Q2 2026 in Review

Avalon Trust held its Uber (UBER) position steady in Q2 2026 at 766 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Avalon Trust first reported a position in UBER in Q4 2024 and has held it in 5 quarters since. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Avalon Trust held 766 shares of Uber worth $55.3K as of Q2 2026.
  • Avalon Trust left its Uber share count unchanged in Q2 2026.
  • Uber made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #269 holding.
  • Avalon Trust first reported a position in Uber in Q4 2024 and has held it in 5 quarters since.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.