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HCR Wealth Advisors’s Uber UBER Stock Holding History

HCR Wealth Advisors’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 		$204K Buy
+2,833
New +$208K 0.02% 256
2024
Q3 		– Sell
-3,131
Closed -$228K – 234
2024
Q2 		$228K Buy
+3,131
New +$218K 0.03% 203

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

HCR Wealth Advisors's UBER Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in Uber (UBER) in Q2 2026: 2,833 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in UBER as recently as Q2 2024.

HCR Wealth Advisors first reported a position in UBER in Q2 2024 and has held it in 2 quarters since. The position peaked at $228K in Q2 2024. 2,425 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • HCR Wealth Advisors held 2,833 shares of Uber worth $204K as of Q2 2026.
  • Uber was a new HCR Wealth Advisors position in Q2 2026.
  • Uber made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • HCR Wealth Advisors first reported a position in Uber in Q2 2024 and has held it in 2 quarters since.
  • HCR Wealth Advisors's Uber position peaked at $228K in Q2 2024.
  • 2,425 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.