Grant Private Wealth Management’s Uber UBER Stock Holding History

Grant Private 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	$4.06M	Buy	56,312 +2,680	+5%	+$197K	1.71%	12
2026 Q1	$3.86M	Buy	53,632 +7,442	+16%	+$573K	2.05%	9
2025 Q4	$3.77M	Buy	46,190 +4,313	+10%	+$388K	2.28%	9
2025 Q3	$4.1M	Buy	+41,877	New	+$3.92M	2.53%	8
2025 Q2	–	Sell	-15,537	Closed	-$1.13M	–	141
2025 Q1	$1.13M	Buy	15,537 +12,000	+339%	+$865K	1.22%	24
2024 Q4	$213K	Buy	+3,537	New	+$253K	0.23%	105

Other funds holding UBER

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Grant Private Wealth Management's UBER Position: Q2 2026 in Review

Grant Private Wealth Management increased its Uber (UBER) stake by 5% in Q2 2026, buying an estimated $197K and bringing the position to 56,312 shares worth $4.06M. The position accounts for 1.71% of the portfolio, ranked #12.

Grant Private Wealth Management first reported a position in UBER in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.1M in Q3 2025. 350 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Grant Private Wealth Management held 56,312 shares of Uber worth $4.06M as of Q2 2026.
Grant Private Wealth Management bought 2,680 Uber shares in Q2 2026, an estimated $197K.
Uber made up 1.71% of Grant Private Wealth Management's portfolio in Q2 2026, its #12 holding.
Grant Private Wealth Management first reported a position in Uber in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Uber position peaked at $4.1M in Q3 2025.
350 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.