EWM
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Edge Wealth Management’s Uber UBER Stock Holding History

Edge 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 		$265K Buy
3,677
+50
+1% +$3.67K 0.04% 69
2026
Q1 		$261K Sell
3,627
-1,000
-22% -$77K 0.04% 72
2025
Q4 		$378K Hold
4,627
– – 0.07% 54
2025
Q3 		$453K Buy
4,627
+993
+27% +$92.9K 0.08% 53
2025
Q2 		$339K Buy
3,634
+780
+27% +$64.2K 0.07% 55
2025
Q1 		$208K Buy
+2,854
New +$206K 0.04% 74
2024
Q2 		– Sell
-4,170
Closed -$321K – 84
2024
Q1 		$321K Sell
4,170
-2,000
-32% -$144K 0.07% 60
2023
Q4 		$380K Hold
6,170
– – 0.08% 53
2023
Q3 		$284K Buy
6,170
+1,000
+19% +$45.7K 0.07% 57
2023
Q2 		$223K Buy
+5,170
New +$192K 0.05% 67
2022
Q1 		– Sell
-3,210
Closed -$135K – 429
2021
Q4 		$135K Buy
3,210
+1,080
+51% +$46.6K 0.02% 111
2021
Q3 		$95K Buy
2,130
+2,116
+15,114% +$92.5K 0.02% 138
2021
Q2 		$1K Hold
14
– – ﹤0.01% 422
2021
Q1 		$1K Hold
14
– – ﹤0.01% 418
2020
Q4 		$1K Sell
14
-21
-60% -$941 ﹤0.01% 366
2020
Q3 		$1K Sell
35
-1,000
-97% -$33K ﹤0.01% 420
2020
Q2 		$32K Buy
1,035
+1,000
+2,857% +$31.2K 0.01% 310
2020
Q1 		$1K Buy
35
+10
+40% +$329 ﹤0.01% 604
2019
Q4 		$1K Sell
25
-285
-92% -$8.46K ﹤0.01% 568
2019
Q3 		$9K Sell
310
-5,620
-95% -$211K ﹤0.01% 424
2019
Q2 		$275K Buy
+5,930
New +$252K 0.06% 119

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

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

Edge Wealth Management increased its Uber (UBER) stake by 1.4% in Q2 2026, buying an estimated $3.67K and bringing the position to 3,677 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #69.

Edge Wealth Management first reported a position in UBER in Q2 2019 and has held it in 21 quarters since. The position peaked at $453K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Edge Wealth Management held 3,677 shares of Uber worth $265K as of Q2 2026.
  • Edge Wealth Management bought 50 Uber shares in Q2 2026, an estimated $3.67K.
  • Uber made up 0.04% of Edge Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Edge Wealth Management first reported a position in Uber in Q2 2019 and has held it in 21 quarters since.
  • Edge Wealth Management's Uber position peaked at $453K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.