Concord Wealth Partners’s Uber UBER Stock Holding History

Concord Wealth Partners’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	$4.91K	Buy	+68	New	+$4.99K	﹤0.01%	663
2026 Q1	–	Sell	-5	Closed	-$409	–	741
2025 Q4	$409	Hold	5	–	–	﹤0.01%	782
2025 Q3	$490	Hold	5	–	–	﹤0.01%	772
2025 Q2	$467	Hold	5	–	–	﹤0.01%	789
2025 Q1	$364	Hold	5	–	–	﹤0.01%	772
2024 Q4	$302	Sell	5 -25	-83%	-$1.78K	﹤0.01%	885
2024 Q3	$2.25K	Buy	30 +25	+500%	+$1.76K	﹤0.01%	730
2024 Q2	$363	Hold	5	–	–	﹤0.01%	776
2024 Q1	$385	Hold	5	–	–	﹤0.01%	821
2023 Q4	$308	Hold	5	–	–	﹤0.01%	788
2023 Q3	$230	Hold	5	–	–	﹤0.01%	1010
2023 Q2	$216	Hold	5	–	–	﹤0.01%	1017
2023 Q1	$159	Sell	5 -385	-99%	-$12.2K	﹤0.01%	966
2022 Q4	$9.64K	Buy	+390	New	+$10.7K	﹤0.01%	640
2022 Q3	–	Sell	-798	Closed	-$16K	–	1080
2022 Q2	$16K	Buy	798 +57	+8%	+$1.51K	﹤0.01%	597
2022 Q1	$26K	Sell	741 -44	-6%	-$1.58K	0.01%	581
2021 Q4	$33K	Buy	785 +72	+10%	+$3.1K	0.01%	535
2021 Q3	$32K	Sell	713 -392	-35%	-$17.1K	0.01%	298
2021 Q2	$55K	Buy	1,105 +173	+19%	+$9.04K	0.02%	343
2021 Q1	$51K	Buy	932 +296	+47%	+$16.5K	0.02%	337
2020 Q4	$32K	Buy	+636	New	+$28.5K	0.02%	259

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

Concord Wealth Partners's UBER Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Uber (UBER) in Q2 2026: 68 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in UBER as recently as Q4 2025.

Concord Wealth Partners first reported a position in UBER in Q4 2020 and has held it in 21 quarters since. The position peaked at $55K in Q2 2021. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Concord Wealth Partners held 68 shares of Uber worth $4.91K as of Q2 2026.
Uber was a new Concord Wealth Partners position in Q2 2026.
Uber made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #663 holding.
Concord Wealth Partners first reported a position in Uber in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Uber position peaked at $55K in Q2 2021.
2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.