Golden State Wealth Management’s Uber UBER Stock Holding History

Golden State 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	$198K	Buy	2,739 +1,008	+58%	+$73.9K	0.02%	421
2026 Q1	$125K	Sell	1,731 -18	-1%	-$1.39K	0.01%	472
2025 Q4	$143K	Buy	1,749 +52	+3%	+$4.68K	0.02%	448
2025 Q3	$166K	Buy	1,697 +50	+3%	+$4.68K	0.02%	407
2025 Q2	$154K	Buy	1,647 +593	+56%	+$48.8K	0.02%	404
2025 Q1	$76.8K	Sell	1,054 -355	-25%	-$25.6K	0.01%	508
2024 Q4	$85K	Buy	+1,409	New	+$101K	0.01%	461
2020 Q4	–	Sell	-1,970	Closed	-$72K	–	412
2020 Q3	$72K	Buy	+1,970	New	+$65K	0.02%	297
2020 Q2	–	Sell	-1,970	Closed	-$55K	–	889
2020 Q1	$55K	Buy	+1,970	New	+$64.8K	0.02%	348
2019 Q4	–	Sell	-4,979	Closed	-$152K	–	870
2019 Q3	$152K	Buy	4,979 +325	+7%	+$12.2K	0.05%	239
2019 Q2	$215K	Buy	+4,654	New	+$198K	0.07%	213

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

Golden State Wealth Management's UBER Position: Q2 2026 in Review

Golden State Wealth Management increased its Uber (UBER) stake by 58% in Q2 2026, buying an estimated $73.9K and bringing the position to 2,739 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #421.

Golden State Wealth Management first reported a position in UBER in Q2 2019 and has held it in 11 quarters since. The position peaked at $215K in Q2 2019. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Golden State Wealth Management held 2,739 shares of Uber worth $198K as of Q2 2026.
Golden State Wealth Management bought 1,008 Uber shares in Q2 2026, an estimated $73.9K.
Uber made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #421 holding.
Golden State Wealth Management first reported a position in Uber in Q2 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Uber position peaked at $215K in Q2 2019.
2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.