Avior Wealth Management’s Uber UBER Stock Holding History

Avior Wealth Management’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	$758K	Buy	10,503 +3,364	+47%	+$247K	0.02%	423
2026 Q1	$513K	Buy	7,139 +950	+15%	+$73.1K	0.01%	525
2025 Q4	$506K	Buy	+6,189	New	+$557K	0.02%	453
2025 Q2	–	Sell	-4,080	Closed	-$297K	–	779
2025 Q1	$297K	Sell	4,080 -17,952	-81%	-$1.29M	0.01%	547
2024 Q4	$1.33M	Buy	22,032 +21,355	+3,154%	+$1.52M	0.05%	236
2024 Q3	$50.9K	Sell	677 -1,448	-68%	-$102K	﹤0.01%	1110
2024 Q2	$154K	Sell	2,125 -1,006	-32%	-$69.9K	0.01%	740
2024 Q1	$241K	Buy	3,131 +3,090	+7,537%	+$222K	0.01%	657
2023 Q4	$2.52K	Hold	41	–	–	﹤0.01%	1276
2023 Q3	$1.89K	Hold	41	–	–	﹤0.01%	1388
2023 Q2	$1.77K	Hold	41	–	–	﹤0.01%	1363
2023 Q1	$1.3K	Buy	41 +32	+356%	+$1.01K	﹤0.01%	1437
2022 Q4	$222	Hold	9	–	–	﹤0.01%	1213
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1290
2022 Q2	$0	Hold	9	–	–	﹤0.01%	1226
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1239
2021 Q4	$0	Sell	9 -81	-90%	-$3.49K	﹤0.01%	1223
2021 Q3	$4K	Hold	90	–	–	﹤0.01%	885
2021 Q2	$4K	Hold	90	–	–	﹤0.01%	854
2021 Q1	$4K	Hold	90	–	–	﹤0.01%	871
2020 Q4	$4K	Hold	90	–	–	﹤0.01%	820
2020 Q3	$3K	Hold	90	–	–	﹤0.01%	808
2020 Q2	$2K	Buy	+90	New	+$2.81K	﹤0.01%	810

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

Avior Wealth Management's UBER Position: Q2 2026 in Review

Avior Wealth Management increased its Uber (UBER) stake by 47% in Q2 2026, buying an estimated $247K and bringing the position to 10,503 shares worth $758K. The position accounts for 0.02% of the portfolio, ranked #423.

Avior Wealth Management first reported a position in UBER in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q4 2024. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Avior Wealth Management held 10,503 shares of Uber worth $758K as of Q2 2026.
Avior Wealth Management bought 3,364 Uber shares in Q2 2026, an estimated $247K.
Uber made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #423 holding.
Avior Wealth Management first reported a position in Uber in Q2 2020 and has held it in 23 quarters since.
Avior Wealth Management's Uber position peaked at $1.33M in Q4 2024.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.