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Guardian Wealth Advisors (North Carolina)’s Uber UBER Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$296K Buy
4,105
+20
+0.5% +$1.47K 0.02% 315
2026
Q1 		$294K Sell
4,085
-733
-15% -$56.4K 0.02% 286
2025
Q4 		$394K Buy
4,818
+8
+0.2% +$720 0.02% 254
2025
Q3 		$471K Buy
4,810
+1,512
+46% +$141K 0.03% 216
2025
Q2 		$308K Buy
3,298
+79
+2% +$6.5K 0.02% 263
2025
Q1 		$235K Buy
+3,219
New +$232K 0.02% 285

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

Guardian Wealth Advisors (North Carolina)'s UBER Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Uber (UBER) stake by 0.49% in Q2 2026, buying an estimated $1.47K and bringing the position to 4,105 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #315.

Guardian Wealth Advisors (North Carolina) first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $471K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,105 shares of Uber worth $296K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 20 Uber shares in Q2 2026, an estimated $1.47K.
  • Uber made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #315 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Uber position peaked at $471K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.