Blue Bell Private Wealth Management’s Uber UBER Stock Holding History

Blue Bell Private 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	$101K	Hold	1,400	–	–	0.01%	353
2026 Q1	$101K	Hold	1,400	–	–	0.01%	338
2025 Q4	$114K	Hold	1,400	–	–	0.02%	315
2025 Q3	$137K	Buy	1,400 +100	+8%	+$9.35K	0.02%	290
2025 Q2	$121K	Buy	1,300 +547	+73%	+$45K	0.02%	292
2025 Q1	$54.9K	Hold	753	–	–	0.01%	367
2024 Q4	$45.4K	Buy	753 +189	+34%	+$13.5K	0.01%	370
2024 Q3	$42.4K	Buy	564 +18	+3%	+$1.27K	0.01%	384
2024 Q2	$39.7K	Hold	546	–	–	0.01%	378
2024 Q1	$42K	Buy	546 +22	+4%	+$1.58K	0.01%	372
2023 Q4	$32.3K	Buy	524 +174	+50%	+$9.1K	0.01%	376
2023 Q3	$16.1K	Buy	350 +2	+0.6%	+$91	﹤0.01%	381
2023 Q2	$15K	Buy	348 +183	+111%	+$6.8K	﹤0.01%	382
2023 Q1	$5.23K	Hold	165	–	–	﹤0.01%	454
2022 Q4	$4.08K	Hold	165	–	–	﹤0.01%	486
2022 Q3	$4K	Hold	165	–	–	﹤0.01%	528
2022 Q2	$3K	Hold	165	–	–	﹤0.01%	613
2022 Q1	$6K	Buy	165 +115	+230%	+$4.13K	﹤0.01%	535
2021 Q4	$2K	Buy	+50	New	+$2.15K	﹤0.01%	713

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

Blue Bell Private Wealth Management's UBER Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Uber (UBER) position steady in Q2 2026 at 1,400 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #353.

Blue Bell Private Wealth Management first reported a position in UBER in Q4 2021 and has held it in 19 quarters since. The position peaked at $137K in Q3 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Blue Bell Private Wealth Management held 1,400 shares of Uber worth $101K as of Q2 2026.
Blue Bell Private Wealth Management left its Uber share count unchanged in Q2 2026.
Uber made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #353 holding.
Blue Bell Private Wealth Management first reported a position in Uber in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Uber position peaked at $137K in Q3 2025.
2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.