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Clearstead Trust’s Uber UBER Stock Holding History

Clearstead Trust’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 		$1.21M Sell
16,767
-8,128
-33% -$596K 0.16% 65
2026
Q1 		$1.79M Buy
24,895
+22
+0.1% +$1.69K 0.29% 52
2025
Q4 		$2.03M Sell
24,873
-882
-3% -$79.4K 0.32% 48
2025
Q3 		$2.52M Sell
25,755
-226
-0.9% -$21.1K 0.43% 41
2025
Q2 		$2.42M Buy
25,981
+130
+0.5% +$10.7K 0.46% 38
2025
Q1 		$1.88M Buy
25,851
+89
+0.3% +$6.41K 0.42% 43
2024
Q4 		$1.55M Buy
+25,762
New +$1.84M 0.34% 46

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 Trust's UBER Position: Q2 2026 in Review

Clearstead Trust reduced its Uber (UBER) stake by 33% in Q2 2026, selling an estimated $596K and leaving 16,767 shares worth $1.21M. The position accounts for 0.16% of the portfolio, ranked #65.

Clearstead Trust first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Clearstead Trust held 16,767 shares of Uber worth $1.21M as of Q2 2026.
  • Clearstead Trust sold 8,128 Uber shares in Q2 2026, an estimated $596K.
  • Uber made up 0.16% of Clearstead Trust's portfolio in Q2 2026, its #65 holding.
  • Clearstead Trust first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Trust's Uber position peaked at $2.52M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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