BIAS
UBER icon

Beacon Investment Advisory Services’s Uber UBER Stock Holding History

Beacon Investment Advisory Services’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 		$10.4M Sell
144,529
-3,977
-3% -$292K 0.39% 58
2026
Q1 		$10.7M Buy
148,506
+17,668
+14% +$1.36M 0.44% 60
2025
Q4 		$10.7M Buy
+130,838
New +$11.8M 0.44% 57

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

Beacon Investment Advisory Services's UBER Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Uber (UBER) stake by 2.7% in Q2 2026, selling an estimated $292K and leaving 144,529 shares worth $10.4M. The position accounts for 0.39% of the portfolio, ranked #58.

Beacon Investment Advisory Services first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q4 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Beacon Investment Advisory Services held 144,529 shares of Uber worth $10.4M as of Q2 2026.
  • Beacon Investment Advisory Services sold 3,977 Uber shares in Q2 2026, an estimated $292K.
  • Uber made up 0.39% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #58 holding.
  • Beacon Investment Advisory Services first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Uber position peaked at $10.7M in Q4 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.