Dogwood Wealth Management’s Uber UBER Stock Holding History

Dogwood 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	$19.1K	Sell	264 -43	-14%	-$3.15K	0.01%	254
2026 Q1	$22.1K	Sell	307 -6,902	-96%	-$531K	0.01%	229
2025 Q4	$589K	Sell	7,209 -1,630	-18%	-$147K	0.26%	56
2025 Q3	$866K	Sell	8,839 -635	-7%	-$59.4K	0.39%	47
2025 Q2	$924K	Buy	9,474 +9,361	+8,284%	+$771K	0.45%	43
2025 Q1	$8.23K	Buy	+113	New	+$8.14K	﹤0.01%	205
2024 Q3	–	Hold	0	–	–	–	220
2024 Q2	–	Hold	0	–	–	–	266
2024 Q1	–	Hold	0	–	–	–	259
2023 Q4	–	Hold	0	–	–	–	238

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

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

Dogwood Wealth Management reduced its Uber (UBER) stake by 14% in Q2 2026, selling an estimated $3.15K and leaving 264 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #254.

Dogwood Wealth Management first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $924K in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Dogwood Wealth Management held 264 shares of Uber worth $19.1K as of Q2 2026.
Dogwood Wealth Management sold 43 Uber shares in Q2 2026, an estimated $3.15K.
Uber made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #254 holding.
Dogwood Wealth Management first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
Dogwood Wealth Management's Uber position peaked at $924K in Q2 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.