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Beaumont Financial Advisors’s Uber UBER Stock Holding History

Beaumont Financial 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
2026
Q2 		$226K Sell
3,138
-41
-1% -$3.01K 0.01% 343
2026
Q1 		$229K Sell
3,179
-130
-4% -$10K 0.02% 336
2025
Q4 		$270K Sell
3,309
-329
-9% -$29.6K 0.02% 313
2025
Q3 		$356K Sell
3,638
-17
-0.5% -$1.59K 0.02% 291
2025
Q2 		$341K Sell
3,655
-301
-8% -$24.8K 0.02% 276
2025
Q1 		$288K Buy
3,956
+570
+17% +$41.1K 0.02% 297
2024
Q4 		$204K Buy
3,386
+423
+14% +$30.2K 0.02% 359
2024
Q3 		$223K Buy
2,963
+51
+2% +$3.59K 0.02% 324
2024
Q2 		$212K Sell
2,912
-84
-3% -$5.84K 0.02% 343
2024
Q1 		$231K Buy
+2,996
New +$215K 0.02% 327

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

Beaumont Financial Advisors's UBER Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Uber (UBER) stake by 1.3% in Q2 2026, selling an estimated $3.01K and leaving 3,138 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #343.

Beaumont Financial Advisors first reported a position in UBER in Q1 2024 and has held it in 10 quarters since. The position peaked at $356K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Beaumont Financial Advisors held 3,138 shares of Uber worth $226K as of Q2 2026.
  • Beaumont Financial Advisors sold 41 Uber shares in Q2 2026, an estimated $3.01K.
  • Uber made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #343 holding.
  • Beaumont Financial Advisors first reported a position in Uber in Q1 2024 and has held it in 10 quarters since.
  • Beaumont Financial Advisors's Uber position peaked at $356K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.