Blue Rock Wealth Management’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$274K Sell
3,803
-1,775
-32% -$130K 0.15% 92
2026
Q1
$401K Sell
5,578
-300
-5% -$23.1K 0.26% 59
2025
Q4
$480K Sell
5,878
-100
-2% -$9.01K 0.3% 50
2025
Q3
$586K Buy
5,978
+318
+6% +$29.7K 0.36% 42
2025
Q2
$528K Sell
5,660
-240
-4% -$19.8K 0.37% 46
2025
Q1
$430K Buy
5,900
+500
+9% +$36K 0.36% 50
2024
Q4
$326K Buy
+5,400
New +$386K 0.34% 46

Other funds holding UBER

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

Blue Rock Wealth Management reduced its Uber (UBER) stake by 32% in Q2 2026, selling an estimated $130K and leaving 3,803 shares worth $274K. The position accounts for 0.15% of the portfolio, ranked #92.

Blue Rock Wealth Management first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $586K in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Blue Rock Wealth Management held 3,803 shares of Uber worth $274K as of Q2 2026.
  • Blue Rock Wealth Management sold 1,775 Uber shares in Q2 2026, an estimated $130K.
  • Uber made up 0.15% of Blue Rock Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Blue Rock Wealth Management first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Blue Rock Wealth Management's Uber position peaked at $586K in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.