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EP Wealth Advisors’s Uber UBER Stock Holding History

EP Wealth Advisors’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 		$5.85M Buy
81,136
+10,542
+15% +$773K 0.02% 355
2026
Q1 		$5.08M Buy
70,594
+5,801
+9% +$446K 0.03% 308
2025
Q4 		$5.29M Buy
+64,793
New +$5.83M 0.03% 272
2025
Q2 		$5.87M Buy
62,893
+1,384
+2% +$114K 0.04% 242
2025
Q1 		$4.48M Sell
61,509
-3,332
-5% -$240K 0.04% 233
2024
Q4 		$3.91M Sell
64,841
-22,809
-26% -$1.63M 0.03% 252
2024
Q3 		$6.59M Buy
87,650
+8,580
+11% +$604K 0.06% 193
2024
Q2 		$5.75M Buy
79,070
+46,449
+142% +$3.23M 0.06% 171
2024
Q1 		$2.51M Buy
32,621
+12,267
+60% +$881K 0.03% 235
2023
Q4 		$1.25M Buy
20,354
+2,904
+17% +$152K 0.02% 333
2023
Q3 		$803K Sell
17,450
-41,220
-70% -$1.88M 0.01% 368
2023
Q2 		$653K Buy
58,670
+31,753
+118% +$1.18M 0.01% 413
2023
Q1 		$255K Buy
+26,917
New +$854K ﹤0.01% 523
2022
Q4 		– Sell
-13,736
Closed -$364K – 641
2022
Q3 		$364K Buy
+13,736
New +$380K 0.01% 295

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

EP Wealth Advisors's UBER Position: Q2 2026 in Review

EP Wealth Advisors increased its Uber (UBER) stake by 15% in Q2 2026, buying an estimated $773K and bringing the position to 81,136 shares worth $5.85M. The position accounts for 0.02% of the portfolio, ranked #355.

EP Wealth Advisors first reported a position in UBER in Q3 2022 and has held it in 14 quarters since. The position peaked at $6.59M in Q3 2024. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • EP Wealth Advisors held 81,136 shares of Uber worth $5.85M as of Q2 2026.
  • EP Wealth Advisors bought 10,542 Uber shares in Q2 2026, an estimated $773K.
  • Uber made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #355 holding.
  • EP Wealth Advisors first reported a position in Uber in Q3 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's Uber position peaked at $6.59M in Q3 2024.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.