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Global Wealth Management Investment Advisory’s Uber UBER Stock Holding History

Global Wealth Management Investment Advisory’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 		$4.19M Buy
58,038
+3,831
+7% +$281K 0.6% 63
2026
Q1 		$3.9M Buy
54,207
+4,661
+9% +$359K 0.61% 67
2025
Q4 		$4.05M Buy
49,546
+1,782
+4% +$160K 0.65% 57
2025
Q3 		$4.68M Buy
47,764
+6,147
+15% +$575K 0.78% 43
2025
Q2 		$3.88M Sell
41,617
-9,311
-18% -$766K 0.73% 51
2025
Q1 		$3.71M Buy
50,928
+3,376
+7% +$243K 0.74% 47
2024
Q4 		$2.87M Buy
47,552
+10,020
+27% +$716K 0.59% 56
2024
Q3 		$2.82M Buy
37,532
+106
+0.3% +$7.46K 0.61% 53
2024
Q2 		$2.72M Buy
37,426
+2,696
+8% +$187K 0.63% 54
2024
Q1 		$2.67M Sell
34,730
-1,365
-4% -$98K 0.66% 52
2023
Q4 		$2.22M Sell
36,095
-108
-0.3% -$5.65K 0.57% 56
2023
Q3 		$1.66M Buy
36,203
+1,931
+6% +$88.2K 0.47% 64
2023
Q2 		$1.48M Buy
34,272
+2,885
+9% +$107K 0.41% 68
2023
Q1 		$995K Buy
31,387
+99
+0.3% +$3.14K 0.3% 83
2022
Q4 		$774K Sell
31,288
-10,727
-26% -$294K 0.25% 89
2022
Q3 		$1.11M Sell
42,015
-1,315
-3% -$36.3K 0.4% 74
2022
Q2 		$887K Buy
43,330
+14,031
+48% +$372K 0.3% 82
2022
Q1 		$1.04M Buy
29,299
+3,281
+13% +$118K 0.31% 81
2021
Q4 		$1.09M Buy
26,018
+11,875
+84% +$512K 0.33% 78
2021
Q3 		$634K Buy
14,143
+2,545
+22% +$111K 0.2% 92
2021
Q2 		$581K Buy
11,598
+1,456
+14% +$76K 0.19% 95
2021
Q1 		$553K Buy
10,142
+1,379
+16% +$77K 0.2% 91
2020
Q4 		$447K Buy
8,763
+698
+9% +$31.3K 0.17% 92
2020
Q3 		$294K Buy
8,065
+5,903
+273% +$195K 0.13% 98
2020
Q2 		$67K Buy
2,162
+977
+82% +$30.4K 0.03% 170
2020
Q1 		$33K Buy
1,185
+740
+166% +$24.4K 0.02% 203
2019
Q4 		$13K Sell
445
-50
-10% -$1.48K 0.01% 320
2019
Q3 		$15K Buy
495
+35
+8% +$1.32K 0.01% 281
2019
Q2 		$21K Buy
+460
New +$19.5K 0.01% 272

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

Global Wealth Management Investment Advisory's UBER Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Uber (UBER) stake by 7.1% in Q2 2026, buying an estimated $281K and bringing the position to 58,038 shares worth $4.19M. The position accounts for 0.6% of the portfolio, ranked #63.

Global Wealth Management Investment Advisory first reported a position in UBER in Q2 2019 and has held it in 29 quarters since. The position peaked at $4.68M in Q3 2025. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Global Wealth Management Investment Advisory held 58,038 shares of Uber worth $4.19M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 3,831 Uber shares in Q2 2026, an estimated $281K.
  • Uber made up 0.6% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #63 holding.
  • Global Wealth Management Investment Advisory first reported a position in Uber in Q2 2019 and has held it in 29 quarters since.
  • Global Wealth Management Investment Advisory's Uber position peaked at $4.68M in Q3 2025.
  • 2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.