EWM
UBER icon

EPG Wealth Management’s Uber UBER Stock Holding History

EPG 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 		$1.22M Buy
16,946
+355
+2% +$26K 0.29% 83
2026
Q1 		$1.19M Sell
16,591
-16,880
-50% -$1.3M 0.32% 81
2025
Q4 		$2.73M Buy
33,471
+285
+0.9% +$25.7K 0.74% 35
2025
Q3 		$3.25M Buy
33,186
+15,436
+87% +$1.44M 0.9% 24
2025
Q2 		$1.66M Sell
17,750
-6,407
-27% -$527K 0.5% 55
2025
Q1 		$1.76M Sell
24,157
-2,045
-8% -$147K 0.49% 52
2024
Q4 		$1.58M Sell
26,202
-4,386
-14% -$313K 0.42% 63
2024
Q3 		$2.3M Buy
+30,588
New +$2.15M 0.58% 38
2024
Q2 		– Sell
-31,631
Closed -$2.2M – 37
2024
Q1 		$2.44M Buy
31,631
+4,822
+18% +$346K 0.6% 36
2023
Q4 		$1.85M Buy
26,809
+16,511
+160% +$864K 0.49% 51
2023
Q3 		$474K Buy
10,298
+419
+4% +$19.1K 0.14% 153
2023
Q2 		$426K Buy
+9,879
New +$367K 0.13% 158
2020
Q2 		– Sell
-1,894
Closed -$53K – 719
2020
Q1 		$53K Buy
1,894
+1,294
+216% +$42.6K 0.04% 268
2019
Q4 		$18K Buy
+600
New +$17.8K 0.01% 368

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

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

EPG Wealth Management increased its Uber (UBER) stake by 2.1% in Q2 2026, buying an estimated $26K and bringing the position to 16,946 shares worth $1.22M. The position accounts for 0.29% of the portfolio, ranked #83.

EPG Wealth Management first reported a position in UBER in Q4 2019 and has held it in 14 quarters since. The position peaked at $3.25M in Q3 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • EPG Wealth Management held 16,946 shares of Uber worth $1.22M as of Q2 2026.
  • EPG Wealth Management bought 355 Uber shares in Q2 2026, an estimated $26K.
  • Uber made up 0.29% of EPG Wealth Management's portfolio in Q2 2026, its #83 holding.
  • EPG Wealth Management first reported a position in Uber in Q4 2019 and has held it in 14 quarters since.
  • EPG Wealth Management's Uber position peaked at $3.25M in Q3 2025.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.