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Focused Wealth Management’s Uber UBER Stock Holding History

Focused 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 		$212K Buy
+2,932
New +$215K 0.02% 228
2026
Q1 		– Sell
-2,430
Closed -$199K – 263
2025
Q4 		$199K Buy
2,430
+32
+1% +$2.88K 0.02% 182
2025
Q3 		$235K Sell
2,398
-900
-27% -$84.2K 0.03% 168
2025
Q2 		$308K Buy
3,298
+895
+37% +$73.7K 0.04% 131
2025
Q1 		$175K Sell
2,403
-1,200
-33% -$86.5K 0.02% 165
2024
Q4 		$217K Buy
+3,603
New +$257K 0.03% 150
2024
Q3 		– Sell
-2,384
Closed -$173K – 295
2024
Q2 		$173K Sell
2,384
-308
-11% -$21.4K 0.02% 184
2024
Q1 		$207K Buy
2,692
+308
+13% +$22.1K 0.03% 160
2023
Q4 		$147K Buy
2,384
+475
+25% +$24.8K 0.02% 163
2023
Q3 		$87.8K Hold
1,909
– – 0.02% 212
2023
Q2 		$82.4K Sell
1,909
-100
-5% -$3.72K 0.01% 233
2023
Q1 		$63.7K Sell
2,009
-10,765
-84% -$341K 0.01% 274
2022
Q4 		$316K Sell
12,774
-380
-3% -$10.4K 0.06% 101
2022
Q3 		$349K Sell
13,154
-17
-0.1% -$470 0.07% 92
2022
Q2 		$269K Buy
13,171
+11,851
+898% +$315K 0.05% 116
2022
Q1 		$47K Sell
1,320
-4,738
-78% -$170K 0.01% 321
2021
Q4 		$254K Buy
6,058
+101
+2% +$4.35K 0.04% 152
2021
Q3 		$267K Buy
5,957
+5,812
+4,008% +$254K 0.04% 143
2021
Q2 		$7K Buy
145
+6
+4% +$313 ﹤0.01% 675
2021
Q1 		$8K Buy
139
+35
+34% +$1.95K ﹤0.01% 642
2020
Q4 		$5K Sell
104
-1
-1% -$45 ﹤0.01% 663
2020
Q3 		$4K Sell
105
-15
-13% -$495 ﹤0.01% 648
2020
Q2 		$4K Sell
120
-4,399
-97% -$137K ﹤0.01% 622
2020
Q1 		$126K Buy
4,519
+4,491
+16,039% +$148K 0.04% 163
2019
Q4 		$1K Buy
+28
New +$831 ﹤0.01% 689

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

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

Focused Wealth Management opened a new position in Uber (UBER) in Q2 2026: 2,932 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in UBER as recently as Q4 2025.

Focused Wealth Management first reported a position in UBER in Q4 2019 and has held it in 25 quarters since. The position peaked at $349K in Q3 2022. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Focused Wealth Management held 2,932 shares of Uber worth $212K as of Q2 2026.
  • Uber was a new Focused Wealth Management position in Q2 2026.
  • Uber made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Focused Wealth Management first reported a position in Uber in Q4 2019 and has held it in 25 quarters since.
  • Focused Wealth Management's Uber position peaked at $349K in Q3 2022.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.