CA
UBER icon

Clearstead Advisors’s Uber UBER Stock Holding History

Clearstead Advisors’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 		$15.2M Sell
210,974
-45,534
-18% -$3.34M 0.14% 126
2026
Q1 		$18.5M Buy
256,508
+11,769
+5% +$906K 0.17% 111
2025
Q4 		$20M Buy
244,739
+5,281
+2% +$476K 0.25% 87
2025
Q3 		$23.5M Sell
239,458
-12,239
-5% -$1.14M 0.31% 65
2025
Q2 		$23.5M Buy
251,697
+7,582
+3% +$624K 0.33% 62
2025
Q1 		$17.8M Buy
244,115
+214,826
+733% +$15.5M 0.28% 81
2024
Q4 		$1.77M Sell
29,289
-141
-0.5% -$10.1K 0.03% 312
2024
Q3 		$2.21M Buy
29,430
+19,526
+197% +$1.37M 0.03% 284
2024
Q2 		$720K Buy
9,904
+7,053
+247% +$490K 0.01% 466
2024
Q1 		$188K Buy
2,851
+51
+2% +$3.66K 0.01% 480
2023
Q4 		$172K Sell
2,800
-3,600
-56% -$188K 0.01% 476
2023
Q3 		$294K Sell
6,400
-2,594
-29% -$119K 0.02% 369
2023
Q2 		$388K Buy
8,994
+2,732
+44% +$102K 0.02% 326
2023
Q1 		$198K Sell
6,262
-1,055
-14% -$33.5K 0.01% 397
2022
Q4 		$181K Sell
7,317
-400
-5% -$10.9K 0.01% 396
2022
Q3 		$204K Buy
7,717
+8
+0.1% +$221 0.02% 359
2022
Q2 		$158K Buy
7,709
+1,613
+26% +$42.8K 0.01% 413
2022
Q1 		$217K Hold
6,096
– – 0.01% 393
2021
Q4 		$256K Sell
6,096
-1,572
-21% -$67.8K 0.02% 352
2021
Q3 		$344K Buy
7,668
+1,021
+15% +$44.6K 0.03% 291
2021
Q2 		$333K Hold
6,647
– – 0.03% 274
2021
Q1 		$362K Buy
6,647
+348
+6% +$19.4K 0.03% 253
2020
Q4 		$321K Buy
6,299
+605
+11% +$27.1K 0.03% 256
2020
Q3 		$208K Sell
5,694
-200
-3% -$6.6K 0.02% 274
2020
Q2 		$183K Buy
5,894
+450
+8% +$14K 0.02% 279
2020
Q1 		$152K Buy
+5,444
New +$179K 0.02% 270

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

Clearstead Advisors's UBER Position: Q2 2026 in Review

Clearstead Advisors reduced its Uber (UBER) stake by 18% in Q2 2026, selling an estimated $3.34M and leaving 210,974 shares worth $15.2M. The position accounts for 0.14% of the portfolio, ranked #126.

Clearstead Advisors first reported a position in UBER in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.5M in Q2 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Clearstead Advisors held 210,974 shares of Uber worth $15.2M as of Q2 2026.
  • Clearstead Advisors sold 45,534 Uber shares in Q2 2026, an estimated $3.34M.
  • Uber made up 0.14% of Clearstead Advisors's portfolio in Q2 2026, its #126 holding.
  • Clearstead Advisors first reported a position in Uber in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Uber position peaked at $23.5M in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.