Heritage Wealth Advisors’s Uber UBER Stock Holding History

Heritage 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	$7.07K	Sell	98 -100	-51%	-$7.33K	﹤0.01%	546
2026 Q1	$14.2K	Buy	+198	New	+$15.2K	﹤0.01%	483
2023 Q4	–	Sell	-500	Closed	-$23K	–	592
2023 Q3	$23K	Hold	500	–	–	﹤0.01%	367
2023 Q2	$21.6K	Sell	500 -378	-43%	-$14.1K	﹤0.01%	394
2023 Q1	$27.8K	Hold	878	–	–	﹤0.01%	375
2022 Q4	$21.7K	Hold	878	–	–	﹤0.01%	402
2022 Q3	$23.3K	Hold	878	–	–	﹤0.01%	368
2022 Q2	$18K	Buy	878 +378	+76%	+$10K	﹤0.01%	433
2022 Q1	$18K	Buy	+500	New	+$18K	﹤0.01%	406

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

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

Heritage Wealth Advisors reduced its Uber (UBER) stake by 51% in Q2 2026, selling an estimated $7.33K and leaving 98 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Heritage Wealth Advisors first reported a position in UBER in Q1 2022 and has held it in 9 quarters since. The position peaked at $27.8K in Q1 2023. 2,420 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Heritage Wealth Advisors held 98 shares of Uber worth $7.07K as of Q2 2026.
Heritage Wealth Advisors sold 100 Uber shares in Q2 2026, an estimated $7.33K.
Uber made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #546 holding.
Heritage Wealth Advisors first reported a position in Uber in Q1 2022 and has held it in 9 quarters since.
Heritage Wealth Advisors's Uber position peaked at $27.8K in Q1 2023.
2,420 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.