Calton & Associates’s Uber UBER Stock Holding History

Calton & Associates’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	–	Sell	-3,111	Closed	-$224K	–	493
2026 Q1	$224K	Buy	+3,111	New	+$239K	0.03%	394

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

Calton & Associates's UBER Position: Q2 2026 in Review

Calton & Associates sold out of Uber (UBER) in Q2 2026, closing a stake of 3,111 shares — an estimated $224K sold.

Calton & Associates first reported a position in UBER in Q1 2026 and held it in 1 quarter. The position peaked at $224K in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Calton & Associates reported no remaining Uber position as of Q2 2026 after selling out during the quarter.
Calton & Associates sold 3,111 Uber shares in Q2 2026, an estimated $224K.
Calton & Associates first reported a position in Uber in Q1 2026 and held it in 1 quarter.
Calton & Associates's Uber position peaked at $224K in Q1 2026.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.