Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$69K Sell
968
-16
-2% -$1.17K 0.01% 207
2026
Q1
$70K Buy
984
+145
+17% +$11.2K 0.01% 178
2025
Q4
$68K Buy
839
+125
+18% +$11.3K 0.01% 182
2025
Q3
$69K Sell
714
-89
-11% -$8.32K 0.01% 188
2025
Q2
$74K Buy
803
+358
+80% +$29.5K 0.02% 169
2025
Q1
$26K Hold
445
0.01% 260
2024
Q4
$26K Buy
445
+218
+96% +$15.6K 0.01% 260
2024
Q3
$17K Buy
227
+34
+18% +$2.39K ﹤0.01% 283
2024
Q2
$14K Buy
193
+49
+34% +$3.41K ﹤0.01% 281
2024
Q1
$12K Sell
144
-92
-39% -$6.6K ﹤0.01% 288
2023
Q4
$15K Sell
236
-101
-30% -$5.28K ﹤0.01% 239
2023
Q3
$14K Buy
337
+34
+11% +$1.55K ﹤0.01% 243
2023
Q2
$13K Buy
303
+73
+32% +$2.71K ﹤0.01% 272
2023
Q1
$5K Hold
230
﹤0.01% 326
2022
Q4
$6K Hold
230
﹤0.01% 305
2022
Q3
$6K Sell
230
-81
-26% -$2.24K ﹤0.01% 319
2022
Q2
$6K Buy
311
+111
+56% +$2.95K ﹤0.01% 314
2022
Q1
$7K Hold
200
﹤0.01% 271
2021
Q4
$8K Hold
200
﹤0.01% 260
2021
Q3
$9K Hold
200
﹤0.01% 245
2021
Q2
$10K Buy
200
+100
+100% +$5.22K ﹤0.01% 224
2021
Q1
$5K Buy
+100
New +$5.58K ﹤0.01% 271
2020
Q4
Sell
-200
Closed -$7K 375
2020
Q3
$7K Hold
200
﹤0.01% 214
2020
Q2
$6K Hold
200
﹤0.01% 196
2020
Q1
$6K Buy
+200
New +$6.58K ﹤0.01% 197

Other funds holding UBER

Avion Wealth's UBER Position: Q2 2026 in Review

Avion Wealth reduced its Uber (UBER) stake by 1.6% in Q2 2026, selling an estimated $1.17K and leaving 968 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #207.

Avion Wealth first reported a position in UBER in Q1 2020 and has held it in 25 quarters since. The position peaked at $74K in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Avion Wealth held 968 shares of Uber worth $69K as of Q2 2026.
  • Avion Wealth sold 16 Uber shares in Q2 2026, an estimated $1.17K.
  • Uber made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #207 holding.
  • Avion Wealth first reported a position in Uber in Q1 2020 and has held it in 25 quarters since.
  • Avion Wealth's Uber position peaked at $74K in Q2 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.