Brookwood Investment Group’s Uber UBER Stock Holding History

Brookwood Investment 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	$297K	Buy	+4,114	New	+$302K	0.03%	400
2026 Q1	–	Sell	-3,697	Closed	-$302K	–	595
2025 Q4	$302K	Sell	3,697 -106	-3%	-$9.54K	0.04%	394
2025 Q3	$373K	Sell	3,803 -2,577	-40%	-$241K	0.05%	333
2025 Q2	$595K	Buy	6,380 +2,694	+73%	+$222K	0.1%	205
2025 Q1	$269K	Buy	+3,686	New	+$266K	0.05%	341

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

Brookwood Investment Group's UBER Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in Uber (UBER) in Q2 2026: 4,114 shares worth $297K. The stake represents 0.03% of the portfolio and ranks #400 among its holdings. This is a return to the name: Brookwood Investment Group previously reported a position in UBER as recently as Q4 2025.

Brookwood Investment Group first reported a position in UBER in Q1 2025 and has held it in 5 quarters since. The position peaked at $595K in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Brookwood Investment Group held 4,114 shares of Uber worth $297K as of Q2 2026.
Uber was a new Brookwood Investment Group position in Q2 2026.
Uber made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #400 holding.
Brookwood Investment Group first reported a position in Uber in Q1 2025 and has held it in 5 quarters since.
Brookwood Investment Group's Uber position peaked at $595K in Q2 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.