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Daner Wealth Management’s Uber UBER Stock Holding History

Daner 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 		$240K Buy
3,168
+15
+0.5% +$1.1K 0.13% 79
2026
Q1 		$241K Buy
3,153
+82
+3% +$6.31K 0.14% 73
2025
Q4 		$226K Buy
3,071
+292
+11% +$26.3K 0.14% 87
2025
Q3 		$257K Buy
2,779
+565
+26% +$52.8K 0.17% 73
2025
Q2 		$203K Buy
+2,214
New +$182K 0.14% 79

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

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

Daner Wealth Management increased its Uber (UBER) stake by 0.48% in Q2 2026, buying an estimated $1.1K and bringing the position to 3,168 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #79.

Daner Wealth Management first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $257K in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Daner Wealth Management held 3,168 shares of Uber worth $240K as of Q2 2026.
  • Daner Wealth Management bought 15 Uber shares in Q2 2026, an estimated $1.1K.
  • Uber made up 0.13% of Daner Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Daner Wealth Management first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
  • Daner Wealth Management's Uber position peaked at $257K in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.