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Dougherty & Associates’s Uber UBER Stock Holding History

Dougherty & Associates’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 		$848K Buy
11,747
+1,362
+13% +$99.9K 0.68% 31
2026
Q1 		$747K Buy
10,385
+4,015
+63% +$309K 0.69% 30
2025
Q4 		$520K Buy
+6,370
New +$574K 0.47% 37

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

Dougherty & Associates's UBER Position: Q2 2026 in Review

Dougherty & Associates increased its Uber (UBER) stake by 13% in Q2 2026, buying an estimated $99.9K and bringing the position to 11,747 shares worth $848K. The position accounts for 0.68% of the portfolio, ranked #31.

Dougherty & Associates first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. 2,425 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Dougherty & Associates held 11,747 shares of Uber worth $848K as of Q2 2026.
  • Dougherty & Associates bought 1,362 Uber shares in Q2 2026, an estimated $99.9K.
  • Uber made up 0.68% of Dougherty & Associates's portfolio in Q2 2026, its #31 holding.
  • Dougherty & Associates first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • 2,425 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.