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 		– Hold
0
– – – 1394

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B 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. 1,515 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.
  • 1,515 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.