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Compass Wealth Management’s Uber UBER Stock Holding History

Compass 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 		$5.17M Buy
71,646
+12,772
+22% +$937K 0.98% 35
2026
Q1 		$4.23M Buy
58,874
+28,561
+94% +$2.2M 1.05% 42
2025
Q4 		$2.48M Buy
+30,313
New +$2.73M 0.62% 57
2025
Q2 		– Sell
-1,000
Closed -$72.9K – 389
2025
Q1 		$72.9K Hold
1,000
– – 0.02% 212
2024
Q4 		$60.3K Sell
1,000
-500
-33% -$35.7K 0.01% 227
2024
Q3 		$113K Hold
1,500
– – 0.03% 192
2024
Q2 		$109K Buy
+1,500
New +$104K 0.03% 193

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

Compass Wealth Management's UBER Position: Q2 2026 in Review

Compass Wealth Management increased its Uber (UBER) stake by 22% in Q2 2026, buying an estimated $937K and bringing the position to 71,646 shares worth $5.17M. The position accounts for 0.98% of the portfolio, ranked #35.

Compass Wealth Management first reported a position in UBER in Q2 2024 and has held it in 7 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Compass Wealth Management held 71,646 shares of Uber worth $5.17M as of Q2 2026.
  • Compass Wealth Management bought 12,772 Uber shares in Q2 2026, an estimated $937K.
  • Uber made up 0.98% of Compass Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Compass Wealth Management first reported a position in Uber in Q2 2024 and has held it in 7 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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