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Heartwood Wealth Advisors’s Uber UBER Stock Holding History

Heartwood 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 		$595K Buy
8,252
+1,356
+20% +$99.4K 0.05% 131
2026
Q1 		$496K Sell
6,896
-98
-1% -$7.54K 0.04% 133
2025
Q4 		$571K Buy
6,994
+521
+8% +$46.9K 0.05% 110
2025
Q3 		$634K Sell
6,473
-25
-0.4% -$2.34K 0.06% 104
2025
Q2 		$606K Sell
6,498
-246
-4% -$20.3K 0.06% 103
2025
Q1 		$491K Buy
6,744
+1,248
+23% +$89.9K 0.06% 104
2024
Q4 		$332K Buy
5,496
+35
+0.6% +$2.5K 0.04% 128
2024
Q3 		$410K Sell
5,461
-993
-15% -$69.9K 0.05% 107
2024
Q2 		$469K Buy
+6,454
New +$449K 0.06% 102

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

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

Heartwood Wealth Advisors increased its Uber (UBER) stake by 20% in Q2 2026, buying an estimated $99.4K and bringing the position to 8,252 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #131.

Heartwood Wealth Advisors first reported a position in UBER in Q2 2024 and has held it in 9 quarters since. The position peaked at $634K in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Heartwood Wealth Advisors held 8,252 shares of Uber worth $595K as of Q2 2026.
  • Heartwood Wealth Advisors bought 1,356 Uber shares in Q2 2026, an estimated $99.4K.
  • Uber made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Heartwood Wealth Advisors first reported a position in Uber in Q2 2024 and has held it in 9 quarters since.
  • Heartwood Wealth Advisors's Uber position peaked at $634K in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.