IWA
UBER icon

Icon Wealth Advisors’s Uber UBER Stock Holding History

Icon 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 		$847K Buy
11,735
+1,681
+17% +$123K 0.05% 203
2026
Q1 		$749K Sell
10,054
-10,040
-50% -$773K 0.05% 205
2025
Q4 		$1.68M Sell
20,094
-3,653
-15% -$329K 0.11% 127
2025
Q3 		$2.33M Buy
23,747
+12,023
+103% +$1.12M 0.16% 100
2025
Q2 		$1.09M Buy
11,724
+1,087
+10% +$89.5K 0.08% 159
2025
Q1 		$775K Buy
10,637
+2,967
+39% +$214K 0.06% 168
2024
Q4 		$463K Sell
7,670
-109
-1% -$7.78K 0.04% 224
2024
Q3 		$585K Buy
7,779
+2
+0% +$141 0.05% 194
2024
Q2 		$501K Buy
7,777
+2,010
+35% +$140K 0.04% 209
2024
Q1 		$444K Buy
5,767
+147
+3% +$10.6K 0.04% 225
2023
Q4 		$346K Buy
+5,620
New +$294K 0.04% 245
2022
Q4 		– Sell
-5,620
Closed -$149K – 407
2022
Q3 		$149K Buy
+5,620
New +$155K 0.02% 337

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

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

Icon Wealth Advisors increased its Uber (UBER) stake by 17% in Q2 2026, buying an estimated $123K and bringing the position to 11,735 shares worth $847K. The position accounts for 0.05% of the portfolio, ranked #203.

Icon Wealth Advisors first reported a position in UBER in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.33M in Q3 2025. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Icon Wealth Advisors held 11,735 shares of Uber worth $847K as of Q2 2026.
  • Icon Wealth Advisors bought 1,681 Uber shares in Q2 2026, an estimated $123K.
  • Uber made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • Icon Wealth Advisors first reported a position in Uber in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Uber position peaked at $2.33M in Q3 2025.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.