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Bogart Wealth LLC’s Uber UBER Stock Holding History

Bogart Wealth LLC’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 		$7.31M Buy
101,294
+3,247
+3% +$238K 0.25% 87
2026
Q1 		$7.05M Buy
98,047
+3,285
+3% +$253K 0.27% 86
2025
Q4 		$7.74M Buy
94,762
+2,572
+3% +$232K 0.31% 74
2025
Q3 		$9.03M Buy
92,190
+491
+0.5% +$45.9K 0.37% 66
2025
Q2 		$8.56M Buy
91,699
+149
+0.2% +$12.3K 0.37% 62
2025
Q1 		$6.67M Sell
91,550
-46,165
-34% -$3.33M 0.31% 74
2024
Q4 		$8.31M Buy
137,715
+16,185
+13% +$1.16M 0.39% 63
2024
Q3 		$9.13M Buy
121,530
+2,771
+2% +$195K 0.43% 55
2024
Q2 		$8.63M Buy
118,759
+4,128
+4% +$287K 0.44% 55
2024
Q1 		$8.83M Buy
114,631
+476
+0.4% +$34.2K 0.45% 54
2023
Q4 		$7.03M Sell
114,155
-27,670
-20% -$1.45M 0.4% 66
2023
Q3 		$6.52M Buy
141,825
+568
+0.4% +$25.9K 0.4% 60
2023
Q2 		$6.1M Buy
141,257
+1,622
+1% +$60.3K 0.39% 64
2023
Q1 		$4.43M Sell
139,635
-301
-0.2% -$9.55K 0.3% 85
2022
Q4 		$3.46M Buy
139,936
+7,262
+5% +$199K 0.24% 86
2022
Q3 		$3.52M Buy
132,674
+11,544
+10% +$319K 0.29% 70
2022
Q2 		$2.48M Buy
121,130
+17,924
+17% +$476K 0.22% 84
2022
Q1 		$3.68M Buy
103,206
+11,986
+13% +$431K 0.31% 67
2021
Q4 		$3.83M Buy
91,220
+24,117
+36% +$1.04M 0.35% 58
2021
Q3 		$3.01M Buy
67,103
+16,083
+32% +$703K 0.31% 56
2021
Q2 		$2.56M Buy
51,020
+22,722
+80% +$1.19M 0.28% 58
2021
Q1 		$1.54M Buy
28,298
+6,469
+30% +$361K 0.21% 88
2020
Q4 		$1.11M Buy
21,829
+4,104
+23% +$184K 0.21% 82
2020
Q3 		$646K Buy
17,725
+6,143
+53% +$203K 0.14% 94
2020
Q2 		$360K Buy
11,582
+11,252
+3,410% +$351K 0.08% 104
2020
Q1 		$9K Buy
330
+13
+4% +$428 ﹤0.01% 282
2019
Q4 		$9K Buy
+317
New +$9.4K ﹤0.01% 299

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

Bogart Wealth LLC's UBER Position: Q2 2026 in Review

Bogart Wealth LLC increased its Uber (UBER) stake by 3.3% in Q2 2026, buying an estimated $238K and bringing the position to 101,294 shares worth $7.31M. The position accounts for 0.25% of the portfolio, ranked #87.

Bogart Wealth LLC first reported a position in UBER in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.13M in Q3 2024. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Bogart Wealth LLC held 101,294 shares of Uber worth $7.31M as of Q2 2026.
  • Bogart Wealth LLC bought 3,247 Uber shares in Q2 2026, an estimated $238K.
  • Uber made up 0.25% of Bogart Wealth LLC's portfolio in Q2 2026, its #87 holding.
  • Bogart Wealth LLC first reported a position in Uber in Q4 2019 and has held it in 27 quarters since.
  • Bogart Wealth LLC's Uber position peaked at $9.13M in Q3 2024.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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