Evermay Wealth Management’s Uber UBER Stock Holding History

Evermay 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	$41.1K	Buy	569 +355	+166%	+$26K	﹤0.01%	375
2026 Q1	$15.4K	Hold	214	–	–	﹤0.01%	418
2025 Q4	$17.5K	Hold	214	–	–	﹤0.01%	401
2025 Q3	$21K	Sell	214 -50	-19%	-$4.68K	﹤0.01%	390
2025 Q2	$24.6K	Buy	264 +50	+23%	+$4.12K	﹤0.01%	378
2025 Q1	$15.6K	Hold	214	–	–	﹤0.01%	406
2024 Q4	$12.9K	Buy	214 +14	+7%	+$1K	﹤0.01%	415
2024 Q3	$15K	Hold	200	–	–	﹤0.01%	418
2024 Q2	$14.5K	Hold	200	–	–	﹤0.01%	424
2024 Q1	$15.4K	Sell	200 -57	-22%	-$4.09K	﹤0.01%	433
2023 Q4	$15.8K	Buy	257 +57	+29%	+$2.98K	﹤0.01%	407
2023 Q3	$9.2K	Hold	200	–	–	﹤0.01%	439
2023 Q2	$8.63K	Hold	200	–	–	﹤0.01%	439
2023 Q1	$6.34K	Hold	200	–	–	﹤0.01%	447
2022 Q4	$4.95K	Hold	200	–	–	﹤0.01%	458
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	446
2022 Q2	$4K	Sell	200 -200	-50%	-$5.31K	﹤0.01%	450
2022 Q1	$14K	Hold	400	–	–	﹤0.01%	389
2021 Q4	$17K	Hold	400	–	–	﹤0.01%	368
2021 Q3	$18K	Buy	400 +150	+60%	+$6.55K	﹤0.01%	347
2021 Q2	$13K	Buy	+250	New	+$13.1K	﹤0.01%	391

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

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

Evermay Wealth Management increased its Uber (UBER) stake by 166% in Q2 2026, buying an estimated $26K and bringing the position to 569 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Evermay Wealth Management first reported a position in UBER in Q2 2021 and has held it in 21 quarters since. 2,423 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Evermay Wealth Management held 569 shares of Uber worth $41.1K as of Q2 2026.
Evermay Wealth Management bought 355 Uber shares in Q2 2026, an estimated $26K.
Uber made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #375 holding.
Evermay Wealth Management first reported a position in Uber in Q2 2021 and has held it in 21 quarters since.
2,423 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.