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Beacon Pointe Advisors’s Uber UBER Stock Holding History

Beacon Pointe Advisors’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
2025
Q4 		– Sell
-8,000
Closed -$784K – 1568
2025
Q3 		$784K Buy
+8,000
New +$748K 0.01% 854

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 Pointe Advisors's UBER Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Uber (UBER) stake by 9.5% in Q2 2026, selling an estimated $1.74M and leaving 224,657 shares worth $16.2M. The position accounts for 0.08% of the portfolio, ranked #239.

Beacon Pointe Advisors first reported a position in UBER in Q2 2021 and has held it in 21 quarters since. The position peaked at $17.9M in Q1 2026. 2,433 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Beacon Pointe Advisors held 224,657 shares of Uber worth $16.2M as of Q2 2026.
  • Beacon Pointe Advisors sold 23,701 Uber shares in Q2 2026, an estimated $1.74M.
  • Uber made up 0.08% of Beacon Pointe Advisors's portfolio in Q2 2026, its #239 holding.
  • Beacon Pointe Advisors first reported a position in Uber in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Uber position peaked at $17.9M in Q1 2026.
  • 2,433 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.