Herold Advisors’s Uber UBER Stock Holding History

Herold 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	$250K	Buy	+3,458	New	+$254K	0.05%	241
2026 Q1	–	Sell	-3,100	Closed	-$253K	–	269
2025 Q4	$253K	Hold	3,100	–	–	0.06%	224
2025 Q3	$304K	Sell	3,100 -700	-18%	-$65.5K	0.07%	200
2025 Q2	$355K	Hold	3,800	–	–	0.07%	215
2025 Q1	$277K	Buy	+3,800	New	+$274K	0.06%	228
2024 Q4	–	Sell	-3,450	Closed	-$259K	–	282
2024 Q3	$259K	Hold	3,450	–	–	0.06%	237
2024 Q2	$251K	Hold	3,450	–	–	0.06%	232
2024 Q1	$266K	Sell	3,450 -200	-5%	-$14.4K	0.06%	231
2023 Q4	$225K	Buy	+3,650	New	+$191K	0.06%	221
2022 Q2	–	Sell	-1,350	Closed	-$48.2K	–	644
2022 Q1	$48.2K	Buy	+1,350	New	+$48.5K	0.02%	387
2021 Q4	–	Sell	-1,050	Closed	-$47K	–	619
2021 Q3	$47K	Buy	+1,050	New	+$45.9K	0.02%	386

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

Herold Advisors's UBER Position: Q2 2026 in Review

Herold Advisors opened a new position in Uber (UBER) in Q2 2026: 3,458 shares worth $250K. The stake represents 0.05% of the portfolio and ranks #241 among its holdings. This is a return to the name: Herold Advisors previously reported a position in UBER as recently as Q4 2025.

Herold Advisors first reported a position in UBER in Q3 2021 and has held it in 11 quarters since. The position peaked at $355K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Herold Advisors held 3,458 shares of Uber worth $250K as of Q2 2026.
Uber was a new Herold Advisors position in Q2 2026.
Uber made up 0.05% of Herold Advisors's portfolio in Q2 2026, its #241 holding.
Herold Advisors first reported a position in Uber in Q3 2021 and has held it in 11 quarters since.
Herold Advisors's Uber position peaked at $355K in Q2 2025.
2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.