IFWM
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Institute for Wealth Management’s Uber UBER Stock Holding History

Institute for Wealth Management’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 		$629K Buy
8,723
+1,280
+17% +$93.9K 0.06% 282
2026
Q1 		$535K Buy
7,443
+2,754
+59% +$212K 0.06% 305
2025
Q4 		$383K Buy
4,689
+66
+1% +$5.94K 0.04% 371
2025
Q3 		$453K Hold
4,623
– – 0.05% 345
2025
Q2 		$431K Sell
4,623
-2,015
-30% -$166K 0.05% 342
2025
Q1 		$484K Buy
6,638
+32
+0.5% +$2.31K 0.06% 297
2024
Q4 		$398K Buy
6,606
+155
+2% +$11.1K 0.05% 337
2024
Q3 		$485K Buy
6,451
+1,655
+35% +$117K 0.06% 306
2024
Q2 		$349K Buy
4,796
+585
+14% +$40.7K 0.05% 360
2024
Q1 		$324K Sell
4,211
-2,918
-41% -$209K 0.04% 374
2023
Q4 		$439K Buy
+7,129
New +$373K 0.07% 296

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

Institute for Wealth Management's UBER Position: Q2 2026 in Review

Institute for Wealth Management increased its Uber (UBER) stake by 17% in Q2 2026, buying an estimated $93.9K and bringing the position to 8,723 shares worth $629K. The position accounts for 0.06% of the portfolio, ranked #282.

Institute for Wealth Management first reported a position in UBER in Q4 2023 and has held it in 11 quarters since. 2,422 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Institute for Wealth Management held 8,723 shares of Uber worth $629K as of Q2 2026.
  • Institute for Wealth Management bought 1,280 Uber shares in Q2 2026, an estimated $93.9K.
  • Uber made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Institute for Wealth Management first reported a position in Uber in Q4 2023 and has held it in 11 quarters since.
  • 2,422 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.