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Dynasty Wealth Management’s Uber UBER Stock Holding History

Dynasty 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 		$2.25M Sell
31,159
-14,386
-32% -$1.05M 0.02% 122
2026
Q1 		$3.28M Sell
45,545
-8,156
-15% -$628K 0.03% 95
2025
Q4 		$4.39M Buy
53,701
+789
+1% +$71K 0.04% 92
2025
Q3 		$5.18M Buy
52,912
+32,025
+153% +$2.99M 0.07% 71
2025
Q2 		$1.95M Sell
20,887
-6,268
-23% -$516K 0.03% 85
2025
Q1 		$1.98M Buy
27,155
+10,395
+62% +$749K 0.03% 92
2024
Q4 		$1.01M Buy
+16,760
New +$1.2M 0.02% 146

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

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

Dynasty Wealth Management reduced its Uber (UBER) stake by 32% in Q2 2026, selling an estimated $1.05M and leaving 31,159 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #122.

Dynasty Wealth Management first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.18M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Dynasty Wealth Management held 31,159 shares of Uber worth $2.25M as of Q2 2026.
  • Dynasty Wealth Management sold 14,386 Uber shares in Q2 2026, an estimated $1.05M.
  • Uber made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Dynasty Wealth Management first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • Dynasty Wealth Management's Uber position peaked at $5.18M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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