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Bartlett & Co Wealth Management’s Uber UBER Stock Holding History

Bartlett & Co 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 		$37.8M Sell
523,959
-60,504
-10% -$4.44M 0.47% 50
2026
Q1 		$43.2M Buy
584,463
+151,628
+35% +$11.7M 0.55% 50
2025
Q4 		$35.4M Buy
432,835
+431,604
+35,061% +$38.9M 0.46% 52
2025
Q3 		$121K Buy
1,231
+204
+20% +$19.1K ﹤0.01% 524
2025
Q2 		$95.8K Sell
1,027
-45
-4% -$3.7K ﹤0.01% 554
2025
Q1 		$78.1K Buy
1,072
+118
+12% +$8.5K ﹤0.01% 581
2024
Q4 		$57.5K Hold
954
– – ﹤0.01% 617
2024
Q3 		$71.7K Sell
954
-5
-0.5% -$352 ﹤0.01% 596
2024
Q2 		$69.7K Buy
959
+713
+290% +$49.6K ﹤0.01% 600
2024
Q1 		$18.9K Sell
246
-466
-65% -$33.5K ﹤0.01% 826
2023
Q4 		$45K Buy
712
+495
+228% +$25.9K ﹤0.01% 723
2023
Q3 		$9.98K Buy
217
+17
+9% +$777 ﹤0.01% 930
2023
Q2 		$8.63K Hold
200
– – ﹤0.01% 941
2023
Q1 		$6.34K Hold
200
– – ﹤0.01% 869
2022
Q4 		$4.95K Hold
200
– – ﹤0.01% 926
2022
Q3 		$5.3K Sell
200
-147
-42% -$4.06K ﹤0.01% 916
2022
Q2 		$7.1K Buy
347
+147
+74% +$3.9K ﹤0.01% 945
2022
Q1 		$7.14K Buy
+200
New +$7.19K ﹤0.01% 876
2021
Q3 		– Sell
-62
Closed -$3.11K – 1076
2021
Q2 		$3.11K Hold
62
– – ﹤0.01% 808
2021
Q1 		$3.38K Hold
62
– – ﹤0.01% 825
2020
Q4 		$3.16K Buy
+62
New +$2.78K ﹤0.01% 853

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

Bartlett & Co Wealth Management's UBER Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Uber (UBER) stake by 10% in Q2 2026, selling an estimated $4.44M and leaving 523,959 shares worth $37.8M. The position accounts for 0.47% of the portfolio, ranked #50.

Bartlett & Co Wealth Management first reported a position in UBER in Q4 2020 and has held it in 21 quarters since. The position peaked at $43.2M in Q1 2026. 2,410 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Bartlett & Co Wealth Management held 523,959 shares of Uber worth $37.8M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 60,504 Uber shares in Q2 2026, an estimated $4.44M.
  • Uber made up 0.47% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Bartlett & Co Wealth Management first reported a position in Uber in Q4 2020 and has held it in 21 quarters since.
  • Bartlett & Co Wealth Management's Uber position peaked at $43.2M in Q1 2026.
  • 2,410 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.