FSM Wealth Advisors’s Uber UBER Stock Holding History

FSM 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	$262K	Buy	3,636 +191	+6%	+$14K	0.03%	288
2026 Q1	$248K	Buy	3,445 +564	+20%	+$43.4K	0.03%	271
2025 Q4	$235K	Sell	2,881 -358	-11%	-$32.2K	0.03%	280
2025 Q3	$317K	Buy	3,239 +687	+27%	+$64.2K	0.04%	230
2025 Q2	$247K	Buy	+2,552	New	+$210K	0.04%	241

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

FSM Wealth Advisors's UBER Position: Q2 2026 in Review

FSM Wealth Advisors increased its Uber (UBER) stake by 5.5% in Q2 2026, buying an estimated $14K and bringing the position to 3,636 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #288.

FSM Wealth Advisors first reported a position in UBER in Q2 2025 and has held it in 5 quarters since. The position peaked at $317K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

FSM Wealth Advisors held 3,636 shares of Uber worth $262K as of Q2 2026.
FSM Wealth Advisors bought 191 Uber shares in Q2 2026, an estimated $14K.
Uber made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #288 holding.
FSM Wealth Advisors first reported a position in Uber in Q2 2025 and has held it in 5 quarters since.
FSM Wealth Advisors's Uber position peaked at $317K in Q3 2025.
2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.