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Cyndeo Wealth Partners’s Uber UBER Stock Holding History

Cyndeo 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 		$363K Sell
5,026
-50
-1% -$3.67K 0.02% 401
2026
Q1 		$365K Buy
5,076
+2,030
+67% +$156K 0.02% 378
2025
Q4 		$249K Buy
3,046
+18
+0.6% +$1.62K 0.01% 431
2025
Q3 		$297K Buy
+3,028
New +$283K 0.02% 392

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

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

Cyndeo Wealth Partners reduced its Uber (UBER) stake by 0.99% in Q2 2026, selling an estimated $3.67K and leaving 5,026 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #401.

Cyndeo Wealth Partners first reported a position in UBER in Q3 2025 and has held it in 4 quarters since. The position peaked at $365K in Q1 2026. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Cyndeo Wealth Partners held 5,026 shares of Uber worth $363K as of Q2 2026.
  • Cyndeo Wealth Partners sold 50 Uber shares in Q2 2026, an estimated $3.67K.
  • Uber made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #401 holding.
  • Cyndeo Wealth Partners first reported a position in Uber in Q3 2025 and has held it in 4 quarters since.
  • Cyndeo Wealth Partners's Uber position peaked at $365K in Q1 2026.
  • 2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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