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BSW Wealth Partners’s Uber UBER Stock Holding History

BSW Wealth Partners’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 		$616K Buy
8,533
+307
+4% +$22.5K 0.07% 160
2026
Q1 		$592K Sell
8,226
-1,814
-18% -$140K 0.07% 158
2025
Q4 		$820K Sell
10,040
-360
-3% -$32.4K 0.1% 119
2025
Q3 		$1.02M Sell
10,400
-559
-5% -$52.3K 0.13% 93
2025
Q2 		$1.02M Sell
10,959
-72
-0.7% -$5.93K 0.14% 88
2025
Q1 		$804K Buy
11,031
+899
+9% +$64.8K 0.12% 99
2024
Q4 		$611K Buy
+10,132
New +$723K 0.09% 133
2024
Q3 		– Sell
-6,796
Closed -$478K – 335
2024
Q2 		$494K Sell
6,796
-570
-8% -$39.6K 0.08% 134
2024
Q1 		$567K Sell
7,366
-765
-9% -$54.9K 0.1% 124
2023
Q4 		$501K Buy
8,131
+115
+1% +$6.02K 0.1% 124
2023
Q3 		$369K Sell
8,016
-46
-0.6% -$2.1K 0.08% 140
2023
Q2 		$348K Buy
8,062
+1,072
+15% +$39.8K 0.07% 162
2023
Q1 		$222K Buy
+6,990
New +$222K 0.05% 280
2022
Q4 		– Sell
-9,192
Closed -$244K – 330
2022
Q3 		$244K Buy
+9,192
New +$254K 0.06% 228

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

BSW Wealth Partners's UBER Position: Q2 2026 in Review

BSW Wealth Partners increased its Uber (UBER) stake by 3.7% in Q2 2026, buying an estimated $22.5K and bringing the position to 8,533 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #160.

BSW Wealth Partners first reported a position in UBER in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • BSW Wealth Partners held 8,533 shares of Uber worth $616K as of Q2 2026.
  • BSW Wealth Partners bought 307 Uber shares in Q2 2026, an estimated $22.5K.
  • Uber made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • BSW Wealth Partners first reported a position in Uber in Q3 2022 and has held it in 14 quarters since.
  • BSW Wealth Partners's Uber position peaked at $1.02M in Q2 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.