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HB Wealth Management’s Uber UBER Stock Holding History

HB 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 		$10.9M Sell
151,147
-20,011
-12% -$1.47M 0.06% 158
2026
Q1 		$12.3M Sell
171,158
-9,643
-5% -$742K 0.08% 137
2025
Q4 		$14.8M Buy
180,801
+4,821
+3% +$434K 0.1% 113
2025
Q3 		$17.2M Buy
175,980
+28,477
+19% +$2.66M 0.12% 95
2025
Q2 		$13.8M Sell
147,503
-19,618
-12% -$1.61M 0.11% 102
2025
Q1 		$12.2M Buy
167,121
+131,072
+364% +$9.44M 0.1% 111
2024
Q4 		$2.18M Sell
36,049
-386
-1% -$27.6K 0.02% 269
2024
Q3 		$2.74M Buy
36,435
+5,980
+20% +$421K 0.03% 231
2024
Q2 		$2.21M Buy
30,455
+5,607
+23% +$390K 0.03% 249
2024
Q1 		$1.91M Buy
24,848
+2,760
+12% +$198K 0.02% 255
2023
Q4 		$1.36M Buy
22,088
+2,484
+13% +$130K 0.02% 279
2023
Q3 		$902K Buy
19,604
+2,015
+11% +$92.1K 0.01% 311
2023
Q2 		$759K Buy
17,589
+2,377
+16% +$88.4K 0.01% 333
2023
Q1 		$482K Sell
15,212
-1,035
-6% -$32.8K 0.01% 421
2022
Q4 		$402K Buy
16,247
+2,650
+19% +$72.5K 0.01% 446
2022
Q3 		$360K Buy
+13,597
New +$376K 0.01% 402
2022
Q2 		– Sell
-8,316
Closed -$297K – 626
2022
Q1 		$297K Buy
8,316
+2,831
+52% +$102K 0.01% 457
2021
Q4 		$230K Buy
+5,485
New +$236K ﹤0.01% 456

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

HB Wealth Management's UBER Position: Q2 2026 in Review

HB Wealth Management reduced its Uber (UBER) stake by 12% in Q2 2026, selling an estimated $1.47M and leaving 151,147 shares worth $10.9M. The position accounts for 0.06% of the portfolio, ranked #158.

HB Wealth Management first reported a position in UBER in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.2M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • HB Wealth Management held 151,147 shares of Uber worth $10.9M as of Q2 2026.
  • HB Wealth Management sold 20,011 Uber shares in Q2 2026, an estimated $1.47M.
  • Uber made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #158 holding.
  • HB Wealth Management first reported a position in Uber in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Uber position peaked at $17.2M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.