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Independent Advisor Alliance’s Uber UBER Stock Holding History

Independent Advisor Alliance’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 		$4.46M Sell
61,837
-4,180
-6% -$307K 0.1% 141
2026
Q1 		$4.75M Sell
66,017
-4,070
-6% -$313K 0.05% 321
2025
Q4 		$5.73M Buy
70,087
+1,115
+2% +$100K 0.14% 120
2025
Q3 		$6.76M Buy
68,972
+5,617
+9% +$525K 0.18% 91
2025
Q2 		$5.91M Buy
63,355
+20,153
+47% +$1.66M 0.17% 100
2025
Q1 		$3.15M Buy
43,202
+1,659
+4% +$120K 0.1% 176
2024
Q4 		$2.51M Buy
41,543
+6,424
+18% +$459K 0.03% 453
2024
Q3 		$2.64M Buy
35,119
+3,788
+12% +$267K 0.1% 178
2024
Q2 		$2.28M Buy
31,331
+3,978
+15% +$276K 0.08% 204
2024
Q1 		$2.11M Sell
27,353
-629
-2% -$45.2K 0.08% 210
2023
Q4 		$1.72M Sell
27,982
-1,456
-5% -$76.2K 0.06% 228
2023
Q3 		$1.35M Buy
29,438
+2,198
+8% +$100K 0.06% 246
2023
Q2 		$1.18M Buy
27,240
+4,887
+22% +$182K 0.05% 276
2023
Q1 		$709K Sell
22,353
-8,862
-28% -$281K 0.03% 346
2022
Q4 		$772 Buy
31,215
+485
+2% +$13.3K ﹤0.01% 316
2022
Q3 		$814K Sell
30,730
-16,643
-35% -$460K 0.05% 280
2022
Q2 		$969K Sell
47,373
-3,660
-7% -$97.2K 0.05% 271
2022
Q1 		$1.82M Buy
51,033
+7,788
+18% +$280K 0.09% 198
2021
Q4 		$1.81M Sell
43,245
-63,036
-59% -$2.72M 0.09% 175
2021
Q3 		$4.76M Sell
106,281
-56,799
-35% -$2.48M 0.26% 86
2021
Q2 		$8.17M Buy
163,080
+131,159
+411% +$6.85M 0.45% 59
2021
Q1 		$1.74M Buy
31,921
+6,684
+26% +$373K 0.1% 174
2020
Q4 		$1.29M Buy
25,237
+1,713
+7% +$76.8K 0.09% 178
2020
Q3 		$858K Sell
23,524
-106
-0.4% -$3.5K 0.07% 204
2020
Q2 		$734K Buy
23,630
+5,043
+27% +$157K 0.08% 203
2020
Q1 		$519K Buy
+18,587
New +$612K 0.08% 210

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

Independent Advisor Alliance's UBER Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Uber (UBER) stake by 6.3% in Q2 2026, selling an estimated $307K and leaving 61,837 shares worth $4.46M. The position accounts for 0.1% of the portfolio, ranked #141.

Independent Advisor Alliance first reported a position in UBER in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.17M in Q2 2021. 2,429 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Independent Advisor Alliance held 61,837 shares of Uber worth $4.46M as of Q2 2026.
  • Independent Advisor Alliance sold 4,180 Uber shares in Q2 2026, an estimated $307K.
  • Uber made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #141 holding.
  • Independent Advisor Alliance first reported a position in Uber in Q1 2020 and has held it in 26 quarters since.
  • Independent Advisor Alliance's Uber position peaked at $8.17M in Q2 2021.
  • 2,429 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.