Bernard Wealth Management’s Uber UBER Stock Holding History

Bernard 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	$115K	Sell	1,588 -18,098	-92%	-$1.33M	0.04%	95
2026 Q1	$1.42M	Sell	19,686 -558	-3%	-$42.9K	0.6%	30
2025 Q4	$1.65M	Sell	20,244 -3,652	-15%	-$329K	0.67%	26
2025 Q3	$2.34M	Buy	23,896 +9,529	+66%	+$891K	0.98%	23
2025 Q2	$1.34M	Sell	14,367 -1,369	-9%	-$113K	0.62%	29
2025 Q1	$1.15M	Sell	15,736 -1,676	-10%	-$121K	0.56%	31
2024 Q4	$1.05M	Buy	+17,412	New	+$1.24M	0.49%	35

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

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

Bernard Wealth Management reduced its Uber (UBER) stake by 92% in Q2 2026, selling an estimated $1.33M and leaving 1,588 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #95.

Bernard Wealth Management first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Bernard Wealth Management held 1,588 shares of Uber worth $115K as of Q2 2026.
Bernard Wealth Management sold 18,098 Uber shares in Q2 2026, an estimated $1.33M.
Uber made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #95 holding.
Bernard Wealth Management first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Uber position peaked at $2.34M in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.