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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Uber UBER Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$323K Sell
4,478
-1,000
-18% -$73.3K 0.09% 139
2026
Q1 		$394K Buy
5,478
+32
+0.6% +$2.46K 0.12% 120
2025
Q4 		$445K Buy
5,446
+5,434
+45,283% +$489K 0.13% 104
2025
Q3 		$1.18K Hold
12
– – ﹤0.01% 501
2025
Q2 		$1.12K Buy
12
+3
+33% +$247 ﹤0.01% 458
2025
Q1 		$656 Hold
9
– – ﹤0.01% 448
2024
Q4 		$543 Hold
9
– – ﹤0.01% 448
2024
Q3 		$676 Sell
9
-136
-94% -$9.57K ﹤0.01% 346
2024
Q2 		$10.5K Sell
145
-75
-34% -$5.21K 0.01% 280
2024
Q1 		$16.9K Sell
220
-131
-37% -$9.4K 0.01% 253
2023
Q4 		$21.6K Hold
351
– – 0.01% 226
2023
Q3 		$16.1K Hold
351
– – 0.01% 193
2023
Q2 		$15.2K Sell
351
-535
-60% -$19.9K 0.01% 197
2023
Q1 		$28.1K Buy
886
+786
+786% +$24.9K 0.02% 188
2022
Q4 		$2.47K Buy
+100
New +$2.74K ﹤0.01% 238

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s UBER Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Uber (UBER) stake by 18% in Q2 2026, selling an estimated $73.3K and leaving 4,478 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #139.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in UBER in Q4 2022 and has held it in 15 quarters since. The position peaked at $445K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 4,478 shares of Uber worth $323K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,000 Uber shares in Q2 2026, an estimated $73.3K.
  • Uber made up 0.09% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #139 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Uber in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Uber position peaked at $445K in Q4 2025.
  • 1,416 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.