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Dakota Wealth Management’s Uber UBER Stock Holding History

Dakota Wealth Management’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 		$3.35M Buy
46,392
+16,304
+54% +$1.2M 0.06% 238
2026
Q1 		$2.16M Sell
30,088
-70,563
-70% -$5.43M 0.05% 272
2025
Q4 		$8.22M Sell
100,651
-2,086
-2% -$188K 0.15% 123
2025
Q3 		$10.1M Buy
102,737
+43,876
+75% +$4.1M 0.2% 95
2025
Q2 		$5.49M Buy
58,861
+10,408
+21% +$857K 0.12% 148
2025
Q1 		$3.53M Sell
48,453
-2,607
-5% -$188K 0.08% 179
2024
Q4 		$3.08M Buy
51,060
+1,817
+4% +$130K 0.07% 206
2024
Q3 		$3.7M Sell
49,243
-4,311
-8% -$303K 0.08% 205
2024
Q2 		$3.89M Buy
53,554
+1,431
+3% +$99.5K 0.09% 191
2024
Q1 		$4.01M Buy
52,123
+13,590
+35% +$976K 0.1% 183
2023
Q4 		$2.37M Buy
38,533
+12,830
+50% +$671K 0.09% 205
2023
Q3 		$1.18M Buy
25,703
+19,778
+334% +$904K 0.05% 264
2023
Q2 		$256K Buy
+5,925
New +$220K 0.01% 526
2021
Q4 		– Sell
-6,087
Closed -$273K – 404
2021
Q3 		$273K Sell
6,087
-21,298
-78% -$931K 0.03% 291
2021
Q2 		$1.37M Sell
27,385
-3,225
-11% -$168K 0.16% 133
2021
Q1 		$1.67M Buy
30,610
+8,032
+36% +$448K 0.22% 106
2020
Q4 		$1.15M Buy
22,578
+761
+3% +$34.1K 0.15% 138
2020
Q3 		$796K Buy
+21,817
New +$720K 0.13% 128

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

Dakota Wealth Management's UBER Position: Q2 2026 in Review

Dakota Wealth Management increased its Uber (UBER) stake by 54% in Q2 2026, buying an estimated $1.2M and bringing the position to 46,392 shares worth $3.35M. The position accounts for 0.06% of the portfolio, ranked #238.

Dakota Wealth Management first reported a position in UBER in Q3 2020 and has held it in 18 quarters since. The position peaked at $10.1M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Dakota Wealth Management held 46,392 shares of Uber worth $3.35M as of Q2 2026.
  • Dakota Wealth Management bought 16,304 Uber shares in Q2 2026, an estimated $1.2M.
  • Uber made up 0.06% of Dakota Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Dakota Wealth Management first reported a position in Uber in Q3 2020 and has held it in 18 quarters since.
  • Dakota Wealth Management's Uber position peaked at $10.1M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.