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CreativeOne Wealth’s Uber UBER Stock Holding History

CreativeOne Wealth’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 		$2.62M Buy
36,342
+4,780
+15% +$351K 0.06% 308
2026
Q1 		$2.27M Buy
31,562
+1,789
+6% +$138K 0.05% 328
2025
Q4 		$2.43M Sell
29,773
-11,652
-28% -$1.05M 0.06% 295
2025
Q3 		$4.06M Buy
41,425
+5,350
+15% +$500K 0.1% 192
2025
Q2 		$3.37M Buy
36,075
+8,768
+32% +$722K 0.09% 213
2025
Q1 		$1.99M Buy
27,307
+10,735
+65% +$773K 0.06% 309
2024
Q4 		$1,000K Sell
16,572
-12,856
-44% -$918K 0.03% 469
2024
Q3 		$2.21M Buy
29,428
+4,112
+16% +$289K 0.08% 246
2024
Q2 		$1.84M Buy
25,316
+3,989
+19% +$277K 0.09% 206
2024
Q1 		$1.64M Buy
21,327
+13,206
+163% +$948K 0.07% 263
2023
Q4 		$500K Sell
8,121
-295
-4% -$15.4K 0.03% 372
2023
Q3 		$387K Buy
8,416
+173
+2% +$7.9K 0.03% 389
2023
Q2 		$356K Sell
8,243
-1,242
-13% -$46.2K 0.02% 595
2023
Q1 		$301K Buy
+9,485
New +$301K 0.01% 638
2022
Q2 		– Sell
-17,498
Closed -$624K – 807
2022
Q1 		$624K Buy
17,498
+12,555
+254% +$451K 0.03% 372
2021
Q4 		$207K Sell
4,943
-3,615
-42% -$156K 0.01% 714
2021
Q3 		$383K Buy
8,558
+894
+12% +$39.1K 0.02% 478
2021
Q2 		$384K Sell
7,664
-3,830
-33% -$200K 0.02% 459
2021
Q1 		$627K Buy
11,494
+3,119
+37% +$174K 0.05% 291
2020
Q4 		$427K Buy
+8,375
New +$375K 0.04% 310

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

CreativeOne Wealth's UBER Position: Q2 2026 in Review

CreativeOne Wealth increased its Uber (UBER) stake by 15% in Q2 2026, buying an estimated $351K and bringing the position to 36,342 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #308.

CreativeOne Wealth first reported a position in UBER in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.06M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • CreativeOne Wealth held 36,342 shares of Uber worth $2.62M as of Q2 2026.
  • CreativeOne Wealth bought 4,780 Uber shares in Q2 2026, an estimated $351K.
  • Uber made up 0.06% of CreativeOne Wealth's portfolio in Q2 2026, its #308 holding.
  • CreativeOne Wealth first reported a position in Uber in Q4 2020 and has held it in 20 quarters since.
  • CreativeOne Wealth's Uber position peaked at $4.06M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.