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Consilium Wealth Advisory’s Uber UBER Stock Holding History

Consilium Wealth Advisory’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 		$1.13M Buy
15,657
+6,327
+68% +$464K 0.34% 46
2026
Q1 		$671K Sell
9,330
-2,142
-19% -$165K 0.23% 65
2025
Q4 		$937K Buy
11,472
+390
+4% +$35.1K 0.35% 45
2025
Q3 		$1.09M Buy
11,082
+58
+0.5% +$5.42K 0.42% 40
2025
Q2 		$1.03M Buy
11,024
+4,063
+58% +$334K 0.43% 38
2025
Q1 		$507K Buy
+6,961
New +$502K 0.25% 59

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

Consilium Wealth Advisory's UBER Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Uber (UBER) stake by 68% in Q2 2026, buying an estimated $464K and bringing the position to 15,657 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #46.

Consilium Wealth Advisory first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. 2,433 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Consilium Wealth Advisory held 15,657 shares of Uber worth $1.13M as of Q2 2026.
  • Consilium Wealth Advisory bought 6,327 Uber shares in Q2 2026, an estimated $464K.
  • Uber made up 0.34% of Consilium Wealth Advisory's portfolio in Q2 2026, its #46 holding.
  • Consilium Wealth Advisory first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • 2,433 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.