Endowment Wealth Management’s Uber UBER Stock Holding History

Endowment 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	$736K	Hold	10,193	–	–	0.28%	68
2026 Q1	$733K	Sell	10,193 -755	-7%	-$58.1K	0.32%	60
2025 Q4	$895K	Sell	10,948 -636	-5%	-$57.3K	0.41%	53
2025 Q3	$1.13M	Sell	11,584 -481	-4%	-$45K	0.52%	51
2025 Q2	$1.13M	Sell	12,065 -19	-0.2%	-$1.56K	0.58%	46
2025 Q1	$880K	Buy	12,084 +19	+0.2%	+$1.37K	0.57%	52
2024 Q4	$728K	Sell	12,065 -473	-4%	-$33.8K	0.49%	54
2024 Q3	$942K	Buy	12,538 +50	+0.4%	+$3.52K	0.62%	45
2024 Q2	$908K	Sell	12,488 -80	-0.6%	-$5.56K	0.66%	43
2024 Q1	$968K	Sell	12,568 -901	-7%	-$64.7K	0.72%	40
2023 Q4	$829K	Sell	13,469 -2,465	-15%	-$129K	0.69%	36
2023 Q3	$733K	Hold	15,934	–	–	0.66%	38
2023 Q2	$688K	Sell	15,934 -555	-3%	-$20.6K	0.63%	37
2023 Q1	$523K	Hold	16,489	–	–	0.53%	51
2022 Q4	$408K	Sell	16,489 -180	-1%	-$4.93K	0.45%	58
2022 Q3	$442K	Sell	16,669 -453	-3%	-$12.5K	0.54%	53
2022 Q2	$350K	Hold	17,122	–	–	0.42%	63
2022 Q1	$611K	Hold	17,122	–	–	0.64%	30
2021 Q4	$718K	Buy	+17,122	New	+$738K	0.73%	26

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

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

Endowment Wealth Management held its Uber (UBER) position steady in Q2 2026 at 10,193 shares worth $736K. The position accounts for 0.28% of the portfolio, ranked #68.

Endowment Wealth Management first reported a position in UBER in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Endowment Wealth Management held 10,193 shares of Uber worth $736K as of Q2 2026.
Endowment Wealth Management left its Uber share count unchanged in Q2 2026.
Uber made up 0.28% of Endowment Wealth Management's portfolio in Q2 2026, its #68 holding.
Endowment Wealth Management first reported a position in Uber in Q4 2021 and has held it in 19 quarters since.
Endowment Wealth Management's Uber position peaked at $1.13M in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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