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Forvis Mazars Wealth Advisors’s Uber UBER Stock Holding History

Forvis Mazars Wealth Advisors’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 		$248K Buy
3,437
+276
+9% +$20.2K ﹤0.01% 399
2026
Q1 		$227K Buy
3,161
+467
+17% +$35.9K ﹤0.01% 387
2025
Q4 		$220K Buy
2,694
+38
+1% +$3.42K ﹤0.01% 391
2025
Q3 		$260K Sell
2,656
-11
-0.4% -$1.03K 0.01% 367
2025
Q2 		$249K Buy
+2,667
New +$220K 0.01% 371

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

Forvis Mazars Wealth Advisors's UBER Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Uber (UBER) stake by 8.7% in Q2 2026, buying an estimated $20.2K and bringing the position to 3,437 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Forvis Mazars Wealth Advisors first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $260K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,437 shares of Uber worth $248K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 276 Uber shares in Q2 2026, an estimated $20.2K.
  • Uber made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #399 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
  • Forvis Mazars Wealth Advisors's Uber position peaked at $260K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.