AWE
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Avidian Wealth Enterprises’s Uber UBER Stock Holding History

Avidian Wealth Enterprises’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 		$947K Buy
13,117
+1,131
+9% +$82.9K 0.03% 334
2026
Q1 		$862K Buy
11,986
+5,714
+91% +$440K 0.03% 316
2025
Q4 		$513K Sell
6,272
-45
-0.7% -$4.05K 0.02% 370
2025
Q3 		$619K Buy
6,317
+161
+3% +$15.1K 0.02% 322
2025
Q2 		$574K Sell
6,156
-176
-3% -$14.5K 0.02% 303
2025
Q1 		$461K Buy
+6,332
New +$456K 0.02% 324
2024
Q4 		– Sell
-3,880
Closed -$292K – 540
2024
Q3 		$292K Buy
+3,880
New +$273K 0.01% 402
2022
Q2 		– Sell
-7,944
Closed -$283K – 502
2022
Q1 		$283K Buy
7,944
+843
+12% +$30.3K 0.02% 402
2021
Q4 		$298K Buy
7,101
+1,973
+38% +$85.1K 0.02% 406
2021
Q3 		$230K Buy
+5,128
New +$224K 0.02% 339
2021
Q2 		– Sell
-3,940
Closed -$215K – 416
2021
Q1 		$215K Hold
3,940
– – 0.02% 332
2020
Q4 		$201K Buy
+3,940
New +$177K 0.02% 306

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

Avidian Wealth Enterprises's UBER Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Uber (UBER) stake by 9.4% in Q2 2026, buying an estimated $82.9K and bringing the position to 13,117 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #334.

Avidian Wealth Enterprises first reported a position in UBER in Q4 2020 and has held it in 12 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Avidian Wealth Enterprises held 13,117 shares of Uber worth $947K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,131 Uber shares in Q2 2026, an estimated $82.9K.
  • Uber made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #334 holding.
  • Avidian Wealth Enterprises first reported a position in Uber in Q4 2020 and has held it in 12 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.