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 Q1	–	Sell	-200	Closed	-$16.3K	–	262
2025 Q4	$16.3K	Buy	+200	New	+$18K	﹤0.01%	211
2025 Q2	–	Sell	-6,000	Closed	-$437K	–	229
2025 Q1	$437K	Buy	+6,000	New	+$432K	0.06%	97
2024 Q3	–	Sell	-2,800	Closed	-$204K	–	294
2024 Q2	$204K	Buy	+2,800	New	+$195K	0.03%	173
2021 Q1	–	Sell	-4,000	Closed	-$13K	–	1009
2020 Q4	$13K	Buy	+4,000	New	+$179K	﹤0.01%	532

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 $3.38T AUM 44.17% 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

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. 2,438 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.
2,438 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.