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GWN Securities’s Uber UBER Stock Holding History

GWN Securities’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 		$427K Buy
5,924
+1,026
+21% +$75.2K 0.07% 326
2026
Q1 		$352K Buy
4,898
+862
+21% +$66.3K 0.07% 322
2025
Q4 		$330K Buy
4,036
+448
+12% +$40.3K 0.07% 308
2025
Q3 		$352K Sell
3,588
-1,596
-31% -$149K 0.08% 260
2025
Q2 		$484K Buy
5,184
+1,710
+49% +$141K 0.09% 214
2025
Q1 		$253K Sell
3,474
-715
-17% -$51.5K 0.01% 620
2024
Q4 		$283K Buy
+4,189
New +$299K 0.08% 258

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

GWN Securities's UBER Position: Q2 2026 in Review

GWN Securities increased its Uber (UBER) stake by 21% in Q2 2026, buying an estimated $75.2K and bringing the position to 5,924 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #326.

GWN Securities first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $484K in Q2 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • GWN Securities held 5,924 shares of Uber worth $427K as of Q2 2026.
  • GWN Securities bought 1,026 Uber shares in Q2 2026, an estimated $75.2K.
  • Uber made up 0.07% of GWN Securities's portfolio in Q2 2026, its #326 holding.
  • GWN Securities first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Uber position peaked at $484K in Q2 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.