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Concurrent Investment Advisors’s Uber UBER Stock Holding History

Concurrent Investment 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 		$19.6M Sell
270,930
-8,628
-3% -$633K 0.17% 129
2026
Q1 		$20.1M Buy
279,558
+28,079
+11% +$2.16M 0.22% 95
2025
Q4 		$20.5M Buy
251,479
+134,276
+115% +$12.1M 0.23% 90
2025
Q3 		$11.5M Buy
117,203
+4,627
+4% +$433K 0.2% 106
2025
Q2 		$10.5M Buy
112,576
+16,085
+17% +$1.32M 0.2% 107
2025
Q1 		$7.03M Buy
96,491
+30,207
+46% +$2.18M 0.17% 125
2024
Q4 		$4M Sell
66,284
-381
-0.6% -$27.2K 0.11% 196
2024
Q3 		$5.01M Buy
66,665
+2,813
+4% +$198K 0.15% 145
2024
Q2 		$4.64M Buy
63,852
+4,800
+8% +$334K 0.15% 146
2024
Q1 		$4.55M Sell
59,052
-10,440
-15% -$749K 0.18% 127
2023
Q4 		$4.28M Buy
+69,492
New +$3.64M 0.2% 117

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's UBER Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Uber (UBER) stake by 3.1% in Q2 2026, selling an estimated $633K and leaving 270,930 shares worth $19.6M. The position accounts for 0.17% of the portfolio, ranked #129.

Concurrent Investment Advisors first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.5M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Concurrent Investment Advisors held 270,930 shares of Uber worth $19.6M as of Q2 2026.
  • Concurrent Investment Advisors sold 8,628 Uber shares in Q2 2026, an estimated $633K.
  • Uber made up 0.17% of Concurrent Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Concurrent Investment Advisors first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Uber position peaked at $20.5M in Q4 2025.
  • 2,438 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.