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Cassaday & Co Wealth Management’s Uber UBER Stock Holding History

Cassaday & Co Wealth Management’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 		$166K Buy
2,300
+135
+6% +$9.9K ﹤0.01% 385
2026
Q1 		$156K Buy
+2,165
New +$167K ﹤0.01% 369

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

Cassaday & Co Wealth Management's UBER Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Uber (UBER) stake by 6.2% in Q2 2026, buying an estimated $9.9K and bringing the position to 2,300 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Cassaday & Co Wealth Management first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,300 shares of Uber worth $166K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 135 Uber shares in Q2 2026, an estimated $9.9K.
  • Uber made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Cassaday & Co Wealth Management first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.