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Crux Wealth Advisors’s Uber UBER Stock Holding History

Crux Wealth 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 		$401K Sell
5,562
-450
-7% -$33K 0.14% 136
2026
Q1 		$432K Buy
+6,012
New +$463K 0.17% 123

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

Crux Wealth Advisors's UBER Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Uber (UBER) stake by 7.5% in Q2 2026, selling an estimated $33K and leaving 5,562 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #136.

Crux Wealth Advisors first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. The position peaked at $432K in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Crux Wealth Advisors held 5,562 shares of Uber worth $401K as of Q2 2026.
  • Crux Wealth Advisors sold 450 Uber shares in Q2 2026, an estimated $33K.
  • Uber made up 0.14% of Crux Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Crux Wealth Advisors first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
  • Crux Wealth Advisors's Uber position peaked at $432K in Q1 2026.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.