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H&H Retirement Design & Management’s Uber UBER Stock Holding History

H&H Retirement Design & 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 		$242K Sell
3,400
-285
-8% -$20.9K 0.11% 91
2026
Q1 		$277K Buy
+3,685
New +$284K 0.13% 85

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

H&H Retirement Design & Management's UBER Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Uber (UBER) stake by 7.7% in Q2 2026, selling an estimated $20.9K and leaving 3,400 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #91.

H&H Retirement Design & Management first reported a position in UBER in Q1 2026 and has held it in 2 quarters since. The position peaked at $277K in Q1 2026. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • H&H Retirement Design & Management held 3,400 shares of Uber worth $242K as of Q2 2026.
  • H&H Retirement Design & Management sold 285 Uber shares in Q2 2026, an estimated $20.9K.
  • Uber made up 0.11% of H&H Retirement Design & Management's portfolio in Q2 2026, its #91 holding.
  • H&H Retirement Design & Management first reported a position in Uber in Q1 2026 and has held it in 2 quarters since.
  • H&H Retirement Design & Management's Uber position peaked at $277K in Q1 2026.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.