Beta Wealth Group’s Uber UBER Stock Holding History

Beta Wealth Group’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	$512K	Buy	7,100 +200	+3%	+$14.7K	0.19%	86
2026 Q1	$496K	Buy	+6,900	New	+$531K	0.21%	81

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

Beta Wealth Group's UBER Position: Q2 2026 in Review

Beta Wealth Group increased its Uber (UBER) stake by 2.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 7,100 shares worth $512K. The position accounts for 0.19% of the portfolio, ranked #86.

Beta Wealth Group first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Beta Wealth Group held 7,100 shares of Uber worth $512K as of Q2 2026.
Beta Wealth Group bought 200 Uber shares in Q2 2026, an estimated $14.7K.
Uber made up 0.19% of Beta Wealth Group's portfolio in Q2 2026, its #86 holding.
Beta Wealth Group first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.